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Precious Devine Stansberry

SVB Wealth

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About Precious Devine Stansberry

Precious Devine Stansberry is an Investment Advisor Representative at SVB Wealth, located in Cypress, Texas. Precious has a Series 65 license and is registered with the states of Massachusetts and Texas. Precious has worked in the financial services industry for over a decade, with experience at a variety of companies, including PwC, Chevron, and KPMG. Precious specializes in providing financial planning, wealth planning, and portfolio management services to high net worth individuals, corporations, and charitable organizations. Precious also provides educational seminars and publications to clients.

Firm Information

Precious Stansberry is currently registered with SVB Wealth. SVB Wealth, based in Boston, MA, provides a range of wealth management services to individuals, businesses, and institutions. They offer financial planning, portfolio management, planned giving, family office services, and educational seminars. The firm has a strong focus on serving high-net-worth individuals and corporations, managing over $6.6 billion in assets for a diverse clientele.
SVB Wealth

53 STATE STREET

BOSTON, MA 02109

$6.63B

Assets Under Management

35

Total Clients

89

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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planned giving, family office, wealth planning

Planned giving, family office, wealth planning

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Precious Stansberry’s Registration & Firm History

TX

10/31/2022 - Present

SVB Wealth (Cypress TX)

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Licenses & Designations

IA

Issued 10/31/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Precious Devine Stansberry.
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