Sparrow Advisor's Contact Details

Sparrow Advisor's Company Details

Sparrow Advisors

Dallas, Texas, United States • 3 Employees
Financial Services

We Build Your Team Around Your NeedsWe have served our clients in several roles through multiple geographies helping individuals, families and family offices manage and preserve their wealth with detailed, strategic and multi-generational planning and asset management with a focus on preserving values aided by philanthropic planned giving and good risk management. We have also helped them source growth capital, grow, merge, acquire, and exit their public and private corporations. Finally, we have helped work with philanthropies in strategic planning, managing their endowments, helping with board development and tactically deploying capital and volunteer resources effectively to help drive their respective missions.Our BeginningsSparrow Advisors was founded by Zach B. Davis 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 InspireA 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.Registered Representatives offering securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisors LLC. Cetera entities are under separate ownership from any other entity.