Houston, TX Milam St Office

Sonia Joao is a financial advisor at Robertson Investment Management with six years of industry experience. She holds a Series 65 designation and has worked previously at Sizemore Capital Management LLC, First Allied Securities, Inc., and Barrington Financial Advisors, Inc. Sonia is based in Houston, TX. Robertson Investment Management serves individuals, families, trusts, pensions, banks, and corporations, offering portfolio management, financial planning, corporate finance, private placements, and multi-family office services. The firm employs a range of investment strategies, including fundamental, technical, and cyclical analysis, and utilizes both discretionary authority and third-party managers.

Jason Locke is a financial advisor with PL Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior work includes roles at Simplicity Financial Investment Services, First Palladium, LLC, Mercap Securities, LLC, ASH Brokerage, and M3 Financial. He also operates Quantum Financial Strategies as a licensed insurance agent offering fixed insurance products. PL Wealth Advisors serves individuals and high-net-worth clients with financial planning and investment consulting through its Wealth Standard Pathway™ program, using a combination of fundamental, technical, and cyclical analysis. The firm refers clients to third-party managers and emphasizes consulting and planning over discretionary portfolio management.

Nghiep Nghiem is a financial advisor at Robertson Investment Management with 20 years of industry experience. His prior roles include positions at Meridian Circle Advisors, Axiom Capital Management, Ascendant Alternative Strategies, and SP Securities. Nghiem holds Series 63 and Series 65 licenses. Robertson Investment Management serves a broad client base including individuals, families, trusts, pensions, corporations, and banks, offering discretionary and non-discretionary portfolio management, financial planning, family office services, corporate finance, and private placement opportunities. The firm employs fundamental, technical, and cyclical analysis across multiple equity products and supplements its capabilities with third-party managers.

Frederick Mecklenburg Sr. is a financial advisor at Robertson Investment Management with 44 years of industry experience. He holds the Series 63 designation and has worked at several firms including Network 1 Financial Securities, Securities America, and First Allied Advisory Services. Robertson Investment Management serves individuals, families, trusts, pensions, banks, and corporations, offering discretionary and non-discretionary portfolio management along with financial planning and corporate finance services. The firm employs a blend of fundamental, technical, and cyclical analysis across multiple equity strategies and incorporates private equity, distressed credit, and other alternative investments.