Wealth Advisor - Houston Office
“Our clients have dedicated time to the success they've accrued. In understanding that value, my drive is to deliver the same principle in accomplishing their personal financial goals through thoughtful financial planning and strategic investment management.”
Raised primarily in Virginia, Steve Doss was also fortunate to experience life in other parts of the country as the son of a Colonel in the Air Force. He eventually found his way to Bellaire, Texas in 2010, where he and his wife currently live with their daughter.
Steve joined Global Wealth Advisors as a Wealth Advisor working out of the Houston, Texas office. With a dozen years of experience in the financial services industry, he joins GWA most recently from AllianceBernstein where he spent his time as Regional Manager building investment portfolios comprised of stocks, bonds, mutual funds, and SMA’s. Prior to that he started his career working for Hines where he was responsible for raising capital for private real estate acquisitions.
Steve holds a Bachelor of Science in Personal Financial Planning from Texas Tech. He also earned the Practice Management Consultant Program Certificate through a partnership between Vanderbilt University and AllianceBernstein. Additionally, he holds FINRA Series 7, 63 and 66 securities registrations with Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor. His area of focus is targeted to clients pursuing generational wealth through a comprehensive investment management approach using equities, fixed income, alternative investments, and private equity participation.
During his free time he is active in local organizations and enjoys playing golf, hunting, fishing, and spending time with friends and family.
Our Houston office is located at: