Leia Carpenter is a CFA® charterholder with 22 years of industry experience. She has been with Adell, Harriman & Carpenter in Houston, TX, since 1996. Adell, Harriman & Carpenter provides customized investment management and financial planning primarily to high-net-worth individuals and related entities. The firm manages assets on a discretionary basis, investing in equities, investment-grade bonds, and ETFs, and offers financial counseling on retirement, estate and tax planning, college funding, company stock option matters, and charitable giving.

James Darby II is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Adell, Harriman & Carpenter. He previously worked at RBC Capital Markets, UBS Financial Services INC, and USCA Securities LLC. Adell, Harriman & Carpenter provides customized investment management and financial planning primarily to high-net-worth individuals and related entities. The firm generally manages assets on a discretionary basis, focusing on individual equities, investment-grade bonds, and ETFs, while offering financial counseling on retirement, estate and tax planning, college funding, company stock option matters, and charitable giving.

Stephen Adell is a CFP® with 22 years of industry experience and has been with Adell, Harriman & Carpenter since 1985. He is based in Houston, TX, and holds a Series 63 designation. Adell, Harriman & Carpenter provides customized investment management and financial planning primarily to high-net-worth individuals and related entities. The firm manages assets on a discretionary basis, investing in individual equities, investment-grade bonds, and ETFs, while also offering financial counseling on topics such as retirement, estate and tax planning, and charitable giving.

Marcus Berry is a financial advisor at Adell Harriman & Carpenter with nine years of industry experience. He holds a Series 65 designation and has worked at Adell Harriman & Carpenter since 2017. Outside of finance, he founded and leads a music education and performance business. Adell Harriman & Carpenter provides customized investment management and financial planning primarily to high-net-worth individuals and related entities, focusing on discretionary management with investments in individual equities, bonds, and ETFs. The firm emphasizes multi-year investment horizons and accommodates client-specific restrictions.

Scot Johnson is a CFA® charterholder with six years of industry experience. He has been with Adell, Harriman & Carpenter for seven years and previously spent six years as a homemaker. Adell, Harriman & Carpenter provides customized investment management and financial planning primarily to high-net-worth individuals and related entities. The firm manages assets on a discretionary basis, investing in individual equities, investment-grade bonds, and ETFs, while also offering financial counseling on retirement, estate and tax planning, college funding, company stock options, and charitable giving.

Jennifer Barron is a financial advisor at Adell, Harriman & Carpenter with 30 years of industry experience. She holds the Series 63 and Series 66 licenses. Her prior roles include positions at Eaton Vance Management and American Century Investment Services. Adell, Harriman & Carpenter provides customized investment management and financial planning primarily to high-net-worth individuals and related entities, utilizing a discretionary approach with investments in individual equities, investment-grade bonds, and ETFs. The firm’s internal Investment Committee conducts fundamental analysis and maintains an approved buy list, focusing on multi-year investment horizons and accommodating client-imposed restrictions.