Insurance Services Team

 

Rob Jennings, AIF®

4576 Research Forest Drive
The Woodlands, TX 77381
281-297-7963

Rob is Senior Vice President of Amegy Investments, Inc., and is a Senior Retirement Plan Specialist for Retirement Plan Services and Manager of Executive Benefit Strategies. He joined Amegy Investments, Inc., in January 2004. Primarily responsible for sales and marketing of corporate retirement plans, Rob’s expertise includes Executive Deferred Compensation, Defined Contribution, Defined Benefit, Target Benefit, ESOP Plans, Trust Services and Flexible Employee Benefit Plans.

Rob began his retirement plan career in 1988 at The Hand Group of Companies, Houston, where he was Vice President of Marketing. In 1997, Rob joined Pan American Retirement & Investment Services, Dallas, as Regional Sales Manager where he was responsible for marketing, sales and communication of qualified retirement plans through intermediaries in Texas and Northern Louisiana. In 1999, he was promoted to National Sales Director and moved to New Orleans, where he was responsible for support, training and management of 14 nationwide offices. In 2001, he was promoted to Vice President of U. S. Pension Sales where he was responsible for 18 regional offices. Rob coordinated company operations, strategy implementation and execution. He managed 20 sales reps, 14 service reps and eight home office employees over a nine state area: CA, TX, LA, IL, NC, GA, FL, WV, PA and Washington DC.

An economics graduate of Texas A&M University, Rob holds the following licenses and designations: General Securities Representative (S7), Securities Agent (S63), Investment Adviser Representative (S65), Texas Group 1 Insurance Agent (Life, Health and Accident), and Accredited Investment Fiduciary.

Rob is also the President of Amegy Insurance Agency, Inc.

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Stephen W. Worford

4400 Post Oak Parkway
Houston, TX 77027
281-297-7969

Steve is Vice President and Senior Private Client Adviser with Amegy Investments, Inc., and has nearly 20 years of financial services industry experience. After a 24-year career in the oilfield services industry, Steve began his financial services career in 1994 with Merrill Lynch and has been with Amegy Bank for the past 12 years. A Registered Investment Adviser, Steve holds Series 7, 63 and 65 securities licenses and a Group I insurance license.

Steve is a member of the Executive Benefit Strategy group and also a member of the Amegy Investments, Inc., Investment Committee, which determines approved investment products.

A University of Kansas graduate, he earned degrees in biochemistry and physiology while playing for the Jayhawk baseball team. Steve has been active in many community and non-profit organizations, currently the finance committee chair for the Aldine-Greenspoint YMCA. He has coached several girls’ softball teams and a boys’ baseball team.

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