Westwood Trust — Houston

Donald W. Roberts, CFP®

Vice President and Trust Officer



Donnie Roberts has more than 20 years experience with the company in financial planning, trust and estate administration and investment management. As a Vice President and Trust Officer for Woodway, he administers an extensive range of clients on retirement planning and executive planning, along with a wide variety of trust and estate issues. Donnie obtained a Bachelor of Business Administration from Sam Houston State University and he holds the Certified Financial Planner® designation. Donnie is past Chairman and President of the Financial Planning Association of Houston and has served on the board of Silver Fox Advisors. His active memberships include the Houston Estate and Financial Forum, Financial Planning Association of Houston pro bono committee and the South Montgomery Chamber of Commerce. Donnie’s quality time away from the office is devoted to his wife and his two children, Vivian and Ethan. His leisure time is consumed by youth sports and various outdoor activities.