STROUD FINANCIAL MANAGEMENT, INC.

CONNECT

Address:

Fort Worth, TX

Phone:

866-484-7019

Fax/Other:

682-708-8267

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

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck