Juanita Causey

Unlike many of her colleagues in the financial services industry, Juanita Causey does not spend much time prospecting for new clients. She has built such strong relationships with her clients over the past 23+ years that most of her new clients are referred by existing clients. Referrals also come from other professionals, such as attorneys and accountants, who share clients with Juanita Causey due to the quality of her work.

With Series 6, 7, 63, and 65 licenses and a host of professional designations, Juanita Causey leads her firm, Houston Financial Center, in delivering a broad range of products and services. Individual and business clients benefit from financial planning, tax forecasting, risk management, tax-advantaged savings and investments, retirement savings plans, and philanthropy. Personal clients also consult with Juanita Causey for estate planning, investments and wealth development, money management, and retirement planning, including planning for elder care and long-term care. Business clients benefit from Juanita Causey's expertise in employee benefits, including health and disability insurance and retirement plans, business succession planning, and employee stock ownership plans (ESOPs), among others. Her familiarity with so many different approaches to financial management enables her to develop highly personalized plans tailored to meet the needs of almost any personal or business account.

Juanita Causey's successes have generated numerous awards and recognitions both from her peers and the general public. For example, the magazine Texas Monthly partnered with Five Star Professional to rank the financial professionals working in the Houston area. Employing a methodology that included surveying 10,000 registered financial professionals in Houston, as well as about one-fourth of the high net-worth households (about 136,000), they generated a list of the top 2 percent; that list included Juanita Causey. A member of the Million Dollar Round Table, an organization of top insurance and financial professionals operating in 78 countries, Juanita Causey was recently awarded Top of the Table honors, ranking her among the top 2 percent of such professionals worldwide.