HOUSTON, TX (Mar. 10, 2011)—U.S. Capital Advisors LLC (“USCA”) announced today the hiring of a top corporate retirement and benefits plan consultant. Lea Conner has joined USCA to help our clients and their financial advisors better understand their corporate retirement plans in order to maximize the benefits.
As USCA’s Executive Director for Corporate Retirement and Benefit Plans, Ms. Conner brings 35 years of industry experience, including 21 years at Exxon and ExxonMobil, in design, implementation, administration and education of corporate pension, 401k and benefit plans. With the addition of Ms. Conner and her unique background, USCA plans to be a leader among financial service firms in assisting our current and prospective clients by providing comprehensive services before, during and after retirement.
Ms. Conner is expected to work closely with USCA’s Houston Wealth Management Group, which includes Christian C. Bauman, Matthew B. West, James (Doug) Hall and Scott M. Selzer. The team, which services $500 million in client assets, focuses on working with employees of large public energy companies who are preparing for retirement.
“Beyond the customized wealth management solutions we provide retirees, we also found a need for assistance in understanding the intricacies of and maximizing the distributions of individual retirement plans,” said Patrick Mendenhall, CEO and Managing Partner. “Lea’s unique background as a lawyer responsible for designing, administering and providing educational presentations on such plans should be highly valued by our clients.”
About U.S. Capital Advisors LLC
U.S. Capital Advisors is a growing, integrated financial services boutique, providing a full range of advisory services and solutions to high net worth individuals and institutional clients. Based in Houston, TX, USCA is led by seasoned professionals with proven track records in the industry. Privately owned, the firm launched business operations in late 2010. Securities Services are provided through USCA Securities LLC, Member FINRA/SIPC and Investment Advisory Services are offered through USCA RIA LLC.
CFO & Managing Partner
U.S. Capital Advisors LLC