Adell Harriman & Carpenter

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 experience in financial advisory. He is currently with Adell, Harriman & Carpenter and has previously worked at RBC Capital Markets, UBS Financial Services, and USCA Securities. Adell, Harriman & Carpenter provides customized investment management and financial planning services primarily to high-net-worth individuals and related entities. The firm focuses on discretionary asset management in individual 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.

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 Series 65 credentialed advisor with Adell Harriman & Carpenter, where he has worked for nine years. He has eight years of industry experience and previously operated Marcus W. Berry, Inc., a music education and performance business. Berry was also involved with Red Styxx Beverage, LLC and The Driven Group, LLC between 2012 and 2016. Adell Harriman & Carpenter primarily serves high-net-worth individuals and related entities, providing customized investment management and financial planning. The firm focuses on discretionary asset management with a multi-year investment horizon and integrates fundamental analysis through an internal Investment Committee.

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 29 years of industry experience. She has previously worked at Eaton Vance Management and American Century Investment Services. Barron holds the Series 63 and Series 66 designations. 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 using individual equities, investment-grade bonds, and ETFs, with investment decisions overseen by an internal Investment Committee.