Avidian Employee Directory

Avidian corporate office is located in 800 Town and Country Blvd Ste 220, Houston, Texas, 77024, United States and has 51-200 employees.

avidian wealth solutions llc

avidian wealth solutions

sta wealth management llc

Employees by Department

Departments

Number of employees

Finance

C-Suite

Operations

Information Technology

Sales

Marketing

Legal

Key Employees of Avidian

RD
Rachel Daniels
Chief Operating Officer
PhoneEmail
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PhoneEmail
PhoneEmail
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Avidian Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Avidian

Hundreds of professionals searching for Avidian have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

MS
Michael Smith
Email Direct
Founder & Partner
United States , Texas , Houston

PS
Preston Snow
Email Direct
Senior Wealth Advisor & Managing
United States , Texas , Houston

ML
Matthew Lankford
Email Direct
Wealth Advisor
United States , Texas , Houston

TO
Travis Oglesby
Email Direct
Wealth Advisor
United States , Texas , Houston

MC
Mariah Cooper
Email Direct
Senior Wealth Management Associate
United States , Texas , Houston

HE
Hope Edick
Email Direct
Chief Compliance Officer
United States , Texas , Houston

WA
Weylon Andrus
Email Direct
IT & Cybersecurity Operations Analyst
United States , Texas , Houston

GL
Gan Li
Email Direct
Wealth Management Associate
United States , Texas , Houston

AC
Andrei Costas
Email Direct
Portfolio Manager
United States , Texas , Houston

NK
Nicolas Knapik
Email Direct
Wealth Advisor
United States , Texas , Houston

JK
Justin King
Email Direct
Director, Internal Communications
United States , Texas , Houston

JB
Jacob Borbidge
Email Direct
Chief Investment Officer
United States , Texas , Houston

MZ
Michael Zdenek
Email Direct
Wealth Advisor
United States , Texas , Houston

MS
Morgan Stone
Email Direct
Senior Manager, Wealth & Partner
United States , Texas , Houston

SR
Sheri Robinson
Email Direct
Partner, Senior Wealth Advisor At Avidian Wealth
United States , Texas , Houston

RC
Robin Chan
Email Direct
Supervisor, Trading
United States , Texas , Houston

NL
Nan Lu
Email Direct
Senior Portfolio Manager
United States , Texas , Houston

JA
James Atkinson
Email Direct
Managing Partner
United States , Texas , Houston

KM
Kyle McCully
Email Direct
Business Development Manager
United States , Texas , Houston

BL
Benjamin LeBoeuf
Email Direct
Wealth Advisor
United States , Texas , Houston

RD
Rachel Daniels
Email Direct
Chief Operating Officer
United States , Texas , Houston

GL
Gregory Litts
Email Direct
Senior Wealth Advisor & Partner
United States , Texas , Houston

KK
Karl Krueger
Email Direct
Senior Wealth Advisor
United States , Texas , Houston

AS
Andrew Stires
Email Direct
Staff Accountant
United States , Texas , Houston

PE
Patricia Espino
Email Direct
Wealth Management Associate
United States , Texas , Houston

123

Former Employees at Avidian

Explore people who held key positions, contributed to Avidian's success, and advanced their careers.

Cy Cattan

Managing Director, Par... at Presidio Wealth Partne...

Worked as Senior Wealth Advisor

at Avidian (2021-2022)

Direct

Shelby Bradshaw

Client Service Advisor at Granite Harbor

Worked as Wealth Management Associate

at Avidian (2023-2026)

Direct

Austin Hilscher

Financial Associate & ... at Bogart Wealth

Worked as Wealth Management Associate

at Avidian (2022-2024)

Direct

Mask Content

Managing Director, Par... at Presidio Wealth Partne...

Worked as Senior Wealth Advisor

at Avidian (2019-2023)

Direct

Mask Content

MPD Wellsite Specialis... at Opla Energy

Worked as Senior Wealth Advisor & Partner

at Avidian

Direct

Mask Content

Owner at Rolling Suds

Worked as Operations Specialist

at Avidian (2023-2023)

Direct

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Frequently Asked Questions Regarding Avidian Employees

How many employees does Avidian have?

Avidian has 51-200 employees

Who are Avidian key employees?

Some of Avidian key employees are Rachel Daniels

Where is Avidian located?

Avidian’s headquarters are located at 800 Town and Country Blvd Ste 220, Houston, Texas, 77024, United States

How do I contact Avidian?

Avidian Contact Info: Phone number: (281) 822-8800 Website: www.avidianwealth.com

What does Avidian do?

Founded in 2003, Avidian is an independent wealth management firm that takes a holistic approach in providing solutions for the company's clients. The company's professional team includes Certified Financial Planners®, Certified Public Accountants, MBAs, Attorneys, and Chartered Financial Analysts. The company collaborates as a team with you and yo... Read More

Is Avidian a public company?

Avidian is private company therefore does not currently have an official ticker symbol

See more information about Avidian Employees