Janet K. Munchrath - Director of Client Management

Janet joined Stavis, Margolis Advisory Services in December 2000 as a Planning Analyst. In July 2004, with the restructuring of the SMA Business Model, Janet was promoted to Client Manager. She currently works with over 200 SMA clients to effectively and efficiently address all of their Financial Planning and Investment needs, and to assure a positive client experience.

Prior to joining SMA, she was a Planning Specialist with CIGNA Financial Advisors, which later became part of the Lincoln Financial Group.  Janet has worked with Trey Brady and his client base since January 1992 specializing in estate preservation, analyzing and solving financial issues related to retirement planning, and investment planning for high net worth individuals. 

Janet received her Bachelor of Business Administration in Marketing from St. Edward’s University in Austin, Texas.  She received her securities license in 1998.  Janet is a native Houstonian and active member of area associations as well as local PTA.  She is a registered representative of FSC Securities, Inc. Member FINRA/SIPC.