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Luke Watkins

Luke Watkins

Trading Associate at SFMG, LLC

TX , United States

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

OrganizationRoleDate RangeDetails
SFMG Wealth AdvisorsTrading AssociateSep 2024 to Present
TopstepProprietary Futures TraderApr 2023 to Sep 2024
Charles SchwabAssociate Broker and Trade DeskMay 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 UniversityFinancial Aid AssistantAug 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 CooperCustomer Service SpecialistOct 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)

NameRoleLocation
Jim Lansing
Jim Lansing
PrincipalSan Francisco, CA , United States
Maxim Jostrand
Maxim Jostrand
Alternative Investment AssociateAllen, TX , United States
N
Nick Gaumer
Manager of Trading and StakeholderTX , United States
G
Garrett Cayet
Chief Investment OfficerDallas, TX , United States
Griffon Rubin
Griffon Rubin
Senior Investment AnalystDallas, TX , United States
J
Jeremy White
Senior Investment AnalystTX , United States
N
Nathan King
Alternative Investment AssociateTX , United States
W
Wyatt Blackstock
Investment AnalystProsper, TX , United States

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