Your experienced team
Portfolio Advisory Council, LLC was founded in 1986 by W. Thomas Sutton, as an independent registered investment advisory firm. From our beginning, client service and honest investment advice has been our focus.
Long-term relationships with our clients are testimony to the success of our philosophy. As realists, our strategy is a balanced approach reflecting each client`s unique objective for growth and income. To hear from our team, please visit our Frequently Asked Questions page. Our team answers your top questions in a very unique way.
W. Thomas Sutton (Tom), CFP, ChFC, CLU, CFS, CRPC, CDFA
Founder of Portfolio Advisory Council L.L.C. Tom is a graduate of the University of Houston, College of Financial Planning, and Board Certified by the Board of Standards Inc. He holds numerous certifications and professional designations; he’s also a Texas Real Estate Broker...read more
Philip B. Moran, MBA, CFP, CLU, ChFC, AIF®
Phil earned his MBA from the SMU Cox School of Business, holds a BS in Engineering from the University of Kansas, and is a graduate of the Certified Financial Planner Program at St. Thomas University...read more
James W. Hamilton, CFS, AIF®
Jim has 18 years experience working with company 401(k) and Defined Benefit plans. He resides in Kingwood with wife, Marty and they have one son, Clay...read more
Wendy B. Korman, CPA, PFS, CFP
Wendy has over thirty years of accounting and business experience. She worked in audit and tax departments with KPMG Peat Marwick and with various privately owned companies. She has been in private practice since 1995 providing accounting, consulting, tax and financial planning services to individuals and small businesses...read more
John C. Husbands, CLTC
John has been helping people build investment portfolios and financial security for over 20 years, working in both institutional investment banking and retail client service. He has an extensive background in Estate Planning, Life Insurance Strategies, Property & Casualty Insurance, and Money Management that allows him to service his clients with a total needs approach...read more
Jerry Smith, MBA
Jerry is a graduate of Oklahoma State University with a BS in Engineering and holds an MBA from the University of Houston. Jerry specializes in retirement income strategies...read more