Sparrow Advisors, Llc
Sparrow Advisors, LLC is a Registered Investment Adviser, with offices in Dallas, Houston, Austin, Atlanta, New York, and Boston. We specialize in providing a comprehensive suite of financial services that includes financial planning and consulting and asset management. We cater to a distinguished and diverse clientele which primarily includes high net worth and ultra-high net worth individuals, complex families, family offices, public and private corporations, charitable organizations, trusts, and endowments. Our extensive experience, industry knowledge, and personalized service make us well-equipped to address the complex and diverse needs of our clientele. Sparrow Advisors is in an active growth phase, and we are constantly exploring opportunities to onboard new clients and advisors from across the nation, with the aim of significantly extending our national presence. Our Beginnings Sparrow Advisors was founded with the belief that clients' outcomes can be improved with a solid plan, incorporating every facet of a client's life by taking an interdisciplinary approach which is not typical in our industry. We are driven by what matters most to our clients. We are typically engaged with a client's family, their company and their chosen charitable organization to capitalize on synergies, leverage their collective strength and execute on their goals. Sparrows Inspire A Sparrow symbolizes community, team work, diligence and vigilance. By nature, Sparrows flock together to provide creative solutions to problems in achievement of a common goal. These little birds are joyfully productive for the betterment of their community. At the heart of Sparrow Advisors, we believe the characteristics of the Sparrow are the foundation of our business; community, creative problem solving and joy in the work we do for the betterment of our clients.
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Decision-makers and verified team members
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Andrea Davis
Chief Operating Officer and Client Engagement Executive · Other
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Zach B. Davis
Chief Executive Officer and a Senior Account Executive · General Business & Management
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Top roles at Sparrow Advisors, Llc
2 distinct titles indexed · top 2 shown.
- 1chief executive officer and a senior account executive
- 1chief operating officer and client engagement executive
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