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About
Luke Watkins is a Trading Associate at SFMG Wealth Advisors in Plano, Texas, where he plays a vital role in supporting the firm's trading operations and portfolio management processes. He specializes in the execution and monitoring of trades across multiple asset classes, collaborating closely with SFMG's investment management team to ensure efficient and precise client portfolio implementation.
Before joining SFMG in September 2024, Luke served as a Proprietary Futures Trader at Topstep, where he developed specialized expertise in derivative markets and risk management. His professional background also includes experience as an Associate Broker and member of the trade desk at Charles Schwab, providing him with a broad understanding of equities, fixed income, and derivative products in both retail and institutional contexts.
Luke earned a Bachelor’s degree in Finance from Dallas Baptist University in 2023. His areas of focus include futures, equities, and multi-asset portfolio strategies, leveraging a strong analytical foundation and practical knowledge of market operations to contribute to the investment management efforts at SFMG Wealth Advisors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| SFMG Wealth Advisors | Trading Associate | Sep 2024 to Present | — |
| Topstep | Proprietary Futures Trader | Apr 2023 to Sep 2024 | — |
| Charles Schwab | Associate Broker and Trade Desk | May 2023 to Aug 2024 | ● Resolve trading issues with clients as well as directly placing trades and orders for clients on stocks, mutual funds, options, bonds/CDs, futures, and forex.
● Educate clients about investment str... |
| Dallas Baptist University | Financial Aid Assistant | Aug 2021 to Feb 2023 | ● Focus on policy knowledge + multi-tasking, and customer service
● Working in the Financial Aid office, advising students and their parents on
financial options available and for student-athletes... |
| Classic BMW/MINI Cooper | Customer Service Specialist | Oct 2020 to Aug 2021 | ● Supported customers in making informed purchasing decisions by answering
their questions and providing information on automotive specifications, package
plans, warranties, and service requ... |
Education
Dallas Baptist University
Bachelor's degree, Finance, General
2021 — 2023
Others at SFMG, LLC (8)
| Name | Role | Location |
|---|---|---|
| Principal | San Francisco, CA , United States | |
| Alternative Investment Associate | Allen, TX , United States | |
N Nick Gaumer | Manager of Trading and Stakeholder | TX , United States |
G Garrett Cayet | Chief Investment Officer | Dallas, TX , United States |
| Senior Investment Analyst | Dallas, TX , United States | |
J Jeremy White | Senior Investment Analyst | TX , United States |
N Nathan King | Alternative Investment Associate | TX , United States |
W Wyatt Blackstock | Investment Analyst | Prosper, TX , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Portfolio Manager and Research Analyst | Penn Davis Mcfarland Inc. | Dallas, TX , United States | |
| Portfolio Manager | Penn Davis Mcfarland Inc. | Dallas, TX , United States |