Team
We set expectations to exceed them, and we work hard to ensure that at the end of every meeting, our clients are happy and know they have received extraordinary value.
Right Idea,
Right Time,
Right Person.
New Chapter.
It might come as a bit of a surprise that Houston-based Weaver, the parent company of Weaver Capital Advisors and a national CPA firm, would launch an independent financial advisory firm. But Weaver is known for its comprehensive approach to serving clients, and in its 70+ year history has built a reputation on doing just that.
Some advisory firms talk about values but don’t deliver. People who care are few and far between. After the workday, they go home. They don’t study the markets, think about their clients or respond quickly to their questions. All advisors may have access to the same products, but what’s different about the Weaver team is that we deliver more than you expect. We listen to truly understand you as an individual and cultivate relationships that matter.”
Our Team
At the Helm
Stephen Carter
Partner-in-Charge
Stephen Carter leads Weaver Capital Advisors and Weaver’s Family Office Services practice, offering a broad array of financial services to high-net-worth and ultra-high-net-worth individuals, their families and their businesses. With more than a decade of experience, Stephen delivers services to provide peace of mind to families that seek to preserve and protect their legacy. He understands that every family is unique and each situation requires open communication, effective coordination, competent planning and the highest quality service.
Stephen’s background is in M&A, IT, private banking and investment management. This extensive experience coupled with the resources of a large, national CPA and advisory firm, enables custom-tailored solutions to support the client’s success for generations.
Stephen holds a Bachelor of Business Administration from the McCoy School of Management at Texas State University.
Patrick Norfleet
Portfolio Manager
Patrick has more than 15 years of financial experience with a focus on portfolio construction and retirement strategies for clients, including business retirement plans. He is experienced in managing high-net-worth and ultra-high-net-worth relationships. Before joining Weaver, Patrick was with Edward Jones Investments where he served as financial advisor. While there, he built a sustainable practice through unique marketing and business activities, working with clients to achieve their financial goals by utilizing customized strategies for their situations. He also served as a field trainer and trained new financial advisors.
Patrick holds Professional Licenses Series 7, Series 63, Series 65, and General Life and Health Insurance. He earned his Bachelor of Business Administration in banking and financial institutions from Sam Houston State University.
Andy Greenawalt
Senior Wealth Advisor
Andy has more than 15 years of experience in financial planning, investment management, portfolio construction and advanced client strategy. As a senior wealth advisor, Andy supports clients with investment strategy, financial planning and long-term wealth management. He has overseen investment strategy and financial planning for more than 120 financial advisors and $2.5 billion in assets under management. Throughout his career, Andy has built a strong foundation in institutional asset management and wealth management consulting.
A certified investment management analyst (CIMA), Andy also holds multiple securities and insurance licenses. Andy earned a Master of Science in organizational change from Northwestern University, a Master of Business Administration from North Central College and a Bachelor of Arts in interdisciplinary studies from the University of Illinois.
Oliver Bakker
Associate Wealth Advisor
As an Associate Wealth Advisor, Oliver focuses on the onboarding of high-net-worth and ultra-high-net worth clients, ensuring a seamless and personalized transition into Weaver’s suite of wealth management services. He maintains consistent communication with clients, manages the execution of trades and portfolio rebalancing and is involved with fund transfers and creating supporting documentation. Grounded in client-focused values, Oliver provides a range of investment management services for individuals, multi-generational families and institutional investors.
At Weaver Capital Advisors, Oliver guides clients through the complexities of the financial landscape to achieve their wealth aspirations and financial objectives. Oliver’s client-centric style that built long-lasting relationships in his previous role now underpins his approach to wealth advisory, while upholding the most stringent ethical and professional standards.
Oliver earned a Bachelor of Business in finance from the University of Technology Sydney. He also has passed the Series 65 exam, which focuses on investment advice, portfolio management and fiduciary responsibilities and is pursuing further financial designations.
The Weaver Family
Weaver Capital Advisors is a subsidiary of Weaver and Tidwell, L.L.P. and can connect clients to Weaver’s full resources and capabilities as needed. Founded in 1950, and with 1,000+ team members, the accounting and consulting firm provides traditional audit and tax services, as well as a wide array of advisory services including risk advisory, transaction advisory, valuation, IT advisory, energy compliance services, forensics and litigation, digital transformation and automation, and much more.
On a daily basis, Weaver Capital Advisors works hand-in-hand with Little Rock, Arkansas’s Sowell Management. Sowell is both a Forbes and Barrons* top 100 RIA, and was founded in 2001 on the principle of fee-based fiduciary investing. Behind the scenes, Sowell Management provides Weaver Capital Advisors with back-office services, leading technology and support, and portfolio management.
