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 in 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 creating and maintaining retirement strategies, including business retirement plans, for clients. He also has a keen understanding of what it takes to manage high-net-worth and ultra-high-net-worth relationships. Before joining Weaver Capital Advisors, Patrick was a financial advisor with Edward Jones Investments, where 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 has also been a financial advisor for Well Fargo Advisors, an associate financial advisor with BBVA Compass Investment Solutions, an investment analyst III with Amegy Bank and a senior registered client associate with Wells Fargo Advisors. He began his career at JP Morgan as an investment assistant.

Patrick holds multiple professional licenses, including his Series 7, Series 63, Series 65 and General Life and Health Insurance. He earned his Bachelor of Business Administration degree in Banking and Financial Institutions from Sam Houston State University in 2005.

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.

Weaver Capital Advisors works with Fidelity — one of the largest providers of financial services in the nation — to offer the products, services and investments that can go a long way toward helping clients meet their goals. Our relationship with Fidelity gives you access to your funds anytime with a simple sign-in from your computer or smartphone.