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

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