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Who We Are
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Estella Bailey , Operations Manager

Estella Bailey - Operations Manager

Estella’s responsibilities at WJ Interests involves managing all aspects of our clients’ accounts with excellent customer service.  She handles all client requests from the initial on-boarding process to facilitating money movement requests to all interactions with Charles Schwab.

Estella joined WJ with extensive experience in the Finance industry.  She has a background with AIM Investments as a Cash Management Analyst, Salient Partners as a Portfolio Analyst and most recently, the Operations Manager for Coastal Securities; a fixed income brokerage firm.  During her tenure with these firms, she gained extensive knowledge of mutual funds, hedge funds, alternative investments, and fixed income products. Estella is a graduate of the University of Phoenix.

Estella enjoys sharing her spare time with high school and college students to help prepare them for the next phase of life.  Additionally, she is the head of the Finance Committee and an active member of the Marriage Ministry at her church. Estella lives in Stafford with her husband and daughter.

Q: What accomplishment are you most proud of?
A: My family.


Q: What are three words people use to describe you?
A: Funny. Charming. Achiever.


Q: When you are not working, what do you care about the most?
A: Family and helping young people achieve their goals.


Q: What makes WJ unique?
A: I appreciate the passion WJ has for seeking out unique investments that are beneficial to our clients.

Community


Member of The Fort Bend Church – Finance Committee, High School & College Ministry and Marriage Ministry