Our Story and Services

Helping you establish financial security and independence is what The Whitehead Group aims to do. We want to see you achieve your fiscal goals, and we create clear guidelines that allow for you to benchmark your success. The foundation of our business was built on the values of providing world class customer service and establishing an alignment of interest with you, our client, by making your goals our own. We strive to break the traditional mold of the advisor-client relationship by creating an environment that nurtures trust, friendship and mutual respect.Our team has developed and refined a process called the Thirteen Wealth Management Issues.   The Thirteen Wealth Management Issues utilizes the Three Ds, Discover, Develop, and Deploy, and helps our team create the road map to success for each individual client and their family.Our goal is to provide you with a professional wealth advisory team that has a reputation for integrity, reliability and superior service. For the Whitehead Group, our clients’ needs are the top priority, and we work to personalize our financial plans to the individual goals and objectives of each client. It would be a privilege for us to help you reach those goals.
Services Include
  • Wealth Management1
  • 401(k) Rollovers
  • Business Planning2
  • Estate Planning Strategies3
  • Financial Planning4
  • Lending Products
  • Long Term Care Insurance5
  • Planning for Special Needs Individuals6
  • Professional Portfolio Management7
  • Retirement Planning8
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Experience

  • The Whitehead Group is comprised of a dedicated and knowledgeable team with various and tailored backgrounds in many industries – just one reason we are able to relate with each of our clients on a personal level.

    Each team member brings a skillset and background, offering clients comprehensive financial services. With experience and backgrounds on so many varying levels and industries, The Whitehead Group is fully capable of handling almost all of your financial needs and inquiries. Just a few services offered by The Whitehead Group range from planning for retirement and distributions, managing client portfolios of all sizes, recommending investment platforms, social security benefits, estate planning strategies, charitable estate planning strategies, long-term generational planning, and additional focuses on investments, insurance, and more.

Working With You

Every team member of The Whitehead Group seeks to provide top-tier customer service while catering to their individual needs. Our group strives to educate each of our clients for a comprehensive understanding of categories that fall within financial planning and we work hard to maintain full transparency throughout each of our detailed processes.Our team has developed and refined a process called the Thirteen Wealth Management Issues.   The Thirteen Wealth Management Issues utilizes the Three Ds,   Discover, Develop, and Deploy,  and helps our team create a financial road map for each individual client and their family.We help clients use their assets to meet their unique financial goals by putting their money to work for them.  The Whitehead Group advocates for the client with a personal mission that seeks to ensure that all clients receive financial mentorship personalized to their specific needs, whether it is planning for retirement and income distributions, managing client portfolios or making recommendations that help you focus on all the metrics of a complete financial plan. In simple terms – our team will advocate for you.

    Community Involvement

    The Whitehead Group takes great pride in dedicating a considerable amount of time and resources to various causes and charities; collectively as a group as well as individually. The causes and charities The Whitehead Group supports are about as vast and varied as the services we offer our clients. In no particular order, here are some of the causes we currently support and have supported over the years:
    • Achilles International
    • Healing for Boots
    • JrAHA
    • Kingdom Advisors
    • Lone Survivor
    • Meals on Wheels
    • The Daughters of the American Revolution (DAR)
    • The Institution for Rehabilitation and Research (TIRR)
    • The Pancreatic Cancer Foundation
    • Mayor's Disability Advocate of the Year
    • Advisor with Heart
    • Texas Monthly Five-Star Wealth Advisor
    • Houston Business Journal Premier Area Advisor
    • Financial Times Top Financial Advisors

    Location

    2800 Post Oak Blvd
    18th Fl
    Houston, TX 77056
    US
    Direct:
    (713) 965-5060(713) 965-5060
    Toll Free:
    (800) 231-0060(800) 231-0060

    Meet The Whitehead Group

    Photo of Donald Whitehead

    Donald Whitehead

    Executive Director, Wealth Management, Wealth Advisor, Senior Portfolio Management Director

    Phone:
    (713) 965-5060(713) 965-5060

    About Me

    Don puts his passions to work in and out of the office. He sees his greatest role is as an advocate for his clients as well as those experiencing similar physical disabilities. In 1994, Don was in a life changing accident and is now in a wheelchair. He uses this disability as a source of inspiration for others as he volunteers with The Institute for Rehabilitation and Research (TIRR) to mentor victims and families experiencing similar lifestyle changes.
           
    He has refused to let his disability affect his business life and has continued to thrive in the financial industry for over a decade. With this experience, he has accrued the knowledge necessary to provide clients with leadership during critical financial transitions as well as provide guidance through making major fiscal decisions. He has earned the title of Wealth Advisor and has also garnered him notoriety from Texas Monthly  as a Five-Star Wealth Manager as seen in the Houston Business Journal for 2012. As a recipient of these awards, Don firmly believes that it is imperative to build trust with clients to help them identify, communicate and reach their true financial goals. He’s more than just an advisor; he’s a friend.
          
    Don and his team seek to provide them with top-tier customer service and cater to their individual needs, and help put clients money to work for them. Don advocates for the client, and his personal mission is to ensure that all clients receive financial mentorship personalized to their specific needs, whether it is planning for retirement and distributions, managing client portfolios or recommending investment platforms.
    Securities Agent: AK, AL, AR, AZ, CA, CO, DE, FL, GA, IL, IN, LA, MA, MD, MI, MO, MS, NC, NE, NJ, NM, NY, OH, OK, TN, TX, VA, WI, WY; Investment Advisor Representative; General Securities Representative; Managed Futures
    NMLS#: 1261922

    About Me

    Prior to joining The Whitehead Group, Scott worked for the privately owned investment firm, Fayez Sarofim & Co. It was there that he learned the ins and outs of the industry. Scott brings this knowledge with him as he coaches clients on managing risk, aligning investment objectives and allocating assets. When a client first meets with The Whitehead Group to assess their objectives, Scott provides a detailed plan to help them visualize the potential growth their assets could experience in one of our given financial platforms and how it compares to the market.

    He is not only dedicated to his work but also to his involvement in several philanthropic organizations in the Houston area. He and his wife, Brandi, are strong supporters of The Pancreatic Cancer Foundation and Meals on Wheels. 
    Scott also enjoys his time away from the office golfing, hunting and fishing. He is an avid outdoorsman and enjoys passing down the tradition to his two sons, Hunter and Trent.
    Securities Agent: AL, AR, AZ, CA, CO, FL, IL, IN, LA, MA, MD, MI, MS, NC, NE, NJ, NM, NY, OH, OK, TN, TX, VA, WY; Investment Advisor Representative; General Securities Representative; Managed Futures
    NMLS#: 1275656

    About Me

    Meg attended Indiana University and studied History. While attending Indiana, Meg was heavily involved with her sorority, Phi Mu She served as the risk manager and was highly involved with the philanthropy committee. In December of 2013, she made the decision to return to Houston and start her career as a sales associate in the insurance industry. Although she appreciated her ability to act as a counselor, she craved the opportunity to establish long lasting relationships with her clients

    In March of 2015, Meg transitioned to her current role as client service associate and client concierge with The Whitehead Group at Morgan Stanley. Her mission with The Whitehead Group is to grow and nurture client relations, and formulate effective events for new and existing clients. Much of her time is spent maintaining, organizing special events, and scheduling meetings. Meg is the first point of contact for clients and helps to align their needs with the expertise of the individuals on the team. This role allows her to have a continued relationship with clients.

    Outside of work, Meg spends her time watching the Pittsburgh Penguins, Indianapolis Colts, and Indiana Hoosiers She is also actively involved in soccer and plays on several different teams

    About Me

    Beth's 20 years of experience in the financial industry makes her the most experienced member of the team It is her extensive knowledge of financial products, services and processes that make her an invaluable asset to the team as well as our clients She is able to simplify complex financial jargon and help clients navigate the intricacies of the financial industry- ultimately enhancing the client experience and keeping clients informed.

    She began as a Client Service Associate (CSA), and in 2004, she transitioned into her role as operations manager After three years in the position, Beth decided that she missed the interaction with clients that her CSA role provides, and she once again made a change.

    Outside of work, Beth is heavily involved with The Daughters of the American Revolution (DAR) and extremely passionate about causes that support our actively deployed military and veterans She has also lead several Morgan Stanley initiatives for branch-wide drives for military bases overseas
    Investment and Market Perspectives

    On the Markets

    Retirement

    Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
    • 401(k) Rollovers
    • IRA Plans
    • Retirement Income Strategies
    • Retirement Plan Participants
    • Annuities
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.
    Learn more about The Simple Six-Step Retirement Checkup

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
    How to Prepare for Changes this Tax Season

    How to Prepare for Changes this Tax Season

    April 15th will be here before you know it. Here’s an overview of the latest tax changes and what the new law could mean for your situation.
    Learn more about How to Prepare for Changes this Tax Season

    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.
    Learn more about 6 Keys to Building a Startup

    Philanthropy

    Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing
    A New Roadmap for Mission Alignment

    A New Roadmap for Mission Alignment

    Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.
    Learn more about A New Roadmap for Mission Alignment

    Insights and Outcomes

    Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
    The Power of Why

    The Power of Why

    If you asked me to identify the one thing that successful families have that others don’t, I’d say they have a common purpose. They understand that they share a sense of where they’re going together and what they’re trying to accomplish as...
    Learn more about The Power of Why

    More from Morgan Stanley

    Access Morgan Stanley Online

    Access Morgan Stanley Online

    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
    Learn more about Access Morgan Stanley Online
    Your Financial World. On the Go.

    Your Financial World. On the Go.

    With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
    Learn more about Your Financial World. On the Go.
    Sign Up for eDelivery

    Sign Up for eDelivery

    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
    Learn more about Sign Up for eDelivery
    Reserved | Living & Giving

    Reserved | Living & Giving

    Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
    Learn more about Reserved | Living & Giving
    Ready to start a conversation? Contact The Whitehead Group today.
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