Press Releases
Stoker Ostler Wealth Advisors Announces New Sales and Marketing Coordinator
Scottsdale, Ariz. (August 21, 2007)… Phil Stoker and Creg Ostler, co-managing partners of Stoker Ostler Wealth Advisors, are pleased to announce the addition of Syreeta Harris as the sales and marketing coordinator.
“With the recent revamping of our company, it is important that we share with our community and our potential clients all of the new and exciting changes,” said Stoker. “Syreeta’s enthusiasm, charisma and work ethic set the tone for how we want to be perceived and we are pleased to have her as a part of our team.”
Before joining the Stoker Ostler team, Harris was a case manager for an insurance brokerage firm and a marketing associate for a nationwide homebuilder. From her experience, she believes it is Stoker Ostler’s collaborative and supportive environment that sets them apart from other firms.
“Stoker Ostler is a dynamic and highly skilled team that genuinely values and respects their clients and employees. I was immediately drawn to their overall team approach and high level of professionalism,” Harris said.
Harris graduated Summa Cum Laude with a bachelor’s degree in Marketing from the W.P. Carey School of Business at Arizona State University. She plans to start the MBA program at Arizona State University next fall. Harris also has her Arizona Life/Accident/Health Producer License.
Harris has volunteered numerous times with the Tempe Cares Project and is also a member of the Golden Key International Honor Society.
For more information, visit www.StokerOstler.com.
About Stoker Ostler Wealth Advisors
Founded in 1997, Stoker Ostler Wealth Advisors, formerly Private Wealth Management, is a fee-only wealth management firm that specializes in managing investments and providing financial planning for private individuals and families, small-to-medium-sized institutions and nonprofit organizations with investment assets greater than $500,000. In addition, the firm provides reporting, periodic rebalancing and active tax management services for its clients.
As of June 2007, Stoker Ostler manages over $775,000,000 in total assets. Additional areas of expertise include: retirement planning, 401(k)/IRA distribution and issues related to the death of a spouse, divorce, inheritance and stock options.
The firm’s founders, Philip Stoker and Creg Ostler, have more than 50 years of combined experience in wealth management. Stoker Ostler is employee-owned, allowing the company to steer clear of conflicts of interest that can arise when wealth managers are aligned with a product-based financial service company. Stoker Ostler’s independence, combined with the long-standing relationships cultivated with other financial professionals, allows the firm to provide successful, unbiased financial guidance, based solely on the needs and expectations of each client.
Stoker Ostler is headquartered in Scottsdale, Ariz. with an additional office in Utah. For more information, call (480) 890-8088 or visit www.StokerOstler.com.