About Us
We have the knowledge, training, and resources to help our clients succeed financially. Our goal is to provide superior client service. We believe a long-term relationship is built on the trust earned through integrity, hard work and service.
Chad Stephens
- CFP
- President
Chad Stephens
- CFP
- President
Chad Stephens is the President and Founder of what is now Starmont Wealth Management, LLC in 2010. A graduate of the University of Texas with a BBA in Business Finance (1994), Chad has over 30 years of experience in the financial services industry. He began his career as a Financial Advisor at Merrill Lynch and transitioned to Smith Barney as Vice President – Wealth Management in 2002.
In 2005, Chad earned a Certificate in Financial Planning from Southern Methodist University and became a CERTIFIED FINANCIAL PLANNER® professional. He also completed the Private Investment Management (PIM) criteria through Wells Fargo Advisors and holds the title PIM Portfolio Manager and is a member of the Financial Planning Association.
Chad and his wife, Danielle, were married in 2002 at Saint Michael and All Angels Church, where Chad has been involved since childhood. They have a son and a daughter and enjoy traveling, spending time at the lake, and the outdoors.
California Insurance License 0F35759, Resident State TX
In 2005, Chad earned a Certificate in Financial Planning from Southern Methodist University and became a CERTIFIED FINANCIAL PLANNER® professional. He also completed the Private Investment Management (PIM) criteria through Wells Fargo Advisors and holds the title PIM Portfolio Manager and is a member of the Financial Planning Association.
Chad and his wife, Danielle, were married in 2002 at Saint Michael and All Angels Church, where Chad has been involved since childhood. They have a son and a daughter and enjoy traveling, spending time at the lake, and the outdoors.
California Insurance License 0F35759, Resident State TX
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Sharla Covington
- Financial Advisor
Sharla Covington
- Financial Advisor
Sharla Covington, a Financial Advisor with Wells Fargo Advisors Financial Network, has over 31 years of experience in the financial services industry. Originally from East Texas, Sharla began her financial services career in 1993 as a Branch Office Administrator with Edward Jones in Nacogdoches. In 2001, she joined A.G. Edwards, a predecessor firm of Wells Fargo Advisors and became a financial advisor.
Dedicated to assisting clients in achieving their financial goals, Sharla develops personalized investment plans tailored to their individual long-term goals and risk tolerance. She transferred to the Wells Fargo Advisors Financial Network channel in April of 2021, and relocated to Dallas to join Starmont Wealth Management.
In addition to her securities registrations and insurance licenses, Sharla earned a BBA from Stephen F. Austin State University, graduating in 1987.
Outside of work, Sharla enjoys spending time with her son Conner, his wife Emma, and loves to travel. She’s also an outdoor enthusiast with interests in hiking, biking and pickleball.
CA Insurance License Number 4406287, Resident State TX
Dedicated to assisting clients in achieving their financial goals, Sharla develops personalized investment plans tailored to their individual long-term goals and risk tolerance. She transferred to the Wells Fargo Advisors Financial Network channel in April of 2021, and relocated to Dallas to join Starmont Wealth Management.
In addition to her securities registrations and insurance licenses, Sharla earned a BBA from Stephen F. Austin State University, graduating in 1987.
Outside of work, Sharla enjoys spending time with her son Conner, his wife Emma, and loves to travel. She’s also an outdoor enthusiast with interests in hiking, biking and pickleball.
CA Insurance License Number 4406287, Resident State TX
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Josefina Torres
- Registered Operations Manager
Josefina Torres
- Registered Operations Manager
Josefina Torres is the Registered Operations Manager of Starmont Wealth Management, LLC.
Josefina, a graduate of the University of Texas at Arlington with a BBA in Finance (2006), has over 30 years of experience in the financial services industry. She has held positions as a Wealth Strategist Sales Associate and Officer of Northern Trust Securities at The Northern Trust Company.
Josefina holds FINRA Series 7, 63, and 65 securities registrations. Her focus is on providing excellent service while coordinating and managing daily operations, including preparing team members for branch audits.
Josefina and her husband, Ernesto, were married at St. Thomas Aquinas Catholic Church in 2014 and are practicing Catholics. They have two children and enjoy traveling, spending time outdoors, and volunteering with various church ministries and non-profits that support Autism.
Josefina, a graduate of the University of Texas at Arlington with a BBA in Finance (2006), has over 30 years of experience in the financial services industry. She has held positions as a Wealth Strategist Sales Associate and Officer of Northern Trust Securities at The Northern Trust Company.
Josefina holds FINRA Series 7, 63, and 65 securities registrations. Her focus is on providing excellent service while coordinating and managing daily operations, including preparing team members for branch audits.
Josefina and her husband, Ernesto, were married at St. Thomas Aquinas Catholic Church in 2014 and are practicing Catholics. They have two children and enjoy traveling, spending time outdoors, and volunteering with various church ministries and non-profits that support Autism.
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