My Qualifications

My name is Emily Graham Stroud and I am President and Owner of Stroud Financial Management, Inc.  I have had the privilege of working with successful individuals and businesses in the Dallas/Fort Worth Metroplex for many years. 

I am proud to be a graduate of Texas A&M University in College Station, Texas.  After receiving my Bachelor of Arts degree with an emphasis in Spanish and Business, I started my career at American Express Financial Advisors in 1996 in Fort Worth, Texas.  While working for American Express to learn the business of personal financial planning and investment management, I simultaneously earned my MBA (Masters in Business Administration, with an emphasis in Finance) from Texas Christian University. 

In 1998, I moved to Dallas and began working for the  Business Valuation Group at Deloitte and Touche, LLP.  I traveled around the country to meet with various business owners to provide valuations of closely held business and estates.  I then moved into Private Banking with JP Morgan Chase Private Bank. I started providing personal financial planning, investment management,  and insurance advice to high net worth individuals.  I also worked for Frost Private Bank in Dallas, and Texas Bank in Fort Worth, before I officially started Stroud Financial Management, Inc. in 2005.

I hold various professional designations, am fully licensed with FINRA to sell securities, and am licensed to sell insurance by the Texas State Board Of Insurance.  I became a Chartered Financial Analyst (CFA) in 2002 and a Member of the Association of Investment Management and Research (AIMR).  I am a Representative of Cambridge Investment Research, Inc. and I am licensed to sell a variety of investment management and insurance products.

I have enjoyed a very rewarding career.....but I still know that my most valuable credential is my faith in God and my family.  I am a wife and mother of two children, in addition to being a Financial Planner.  I believe that TRUE WEALTH only comes from God, family, friends and having a career that you love.  I am committed to excellence in all areas of my life.  I believe that "Good Enough" ....Never Is.  As a result of my core values, I am dedicated to providing clear, easily understood explanations of financial products and services. The personalized program that my firm can provide is a roadmap to working toward a more secure financial future for you and your family so you can LIVE YOUR BEST LIFE!

All the best,

Emily Graham Stroud, MBA, CFA