David Stephenson

David Stephenson

Financial Advisor

Are you avoiding developing a financial strategy to achieve your dreams because it’s too complicated or overwhelming?

I’d welcome the opportunity to assist with your personal or business strategies to work towards achieving your goals.

EXPERIENCE:

While the work I do is the most enjoyable job I’ve ever had, undoubtedly the most fulfilling part is getting to know my clients better than most of their friends know them, understanding what’s important to them, then working to help them achieve their goals.  Business Owners particularly operate in a complex and demanding environment.  The demands of the business often make it difficult to address important matters such as retaining key employees, minimizing taxes and preparing for the future so at some point the owner can have the financial stability to step away and retire.  Our job is to understand the culture of your business and bring solutions to you that make these things possible. 

EDUCATION & CREDENTIALS:

Texas A&M Commerce earning a BBA in Management

Baylor University MBA Program

I hold both FINRA Series 7 and Series 66 securities registrations

INTERESTS:

My interests and hobbies are varied and lengthy, but the ones that seem to dominate most of my time include restoring classic cars and motorcycles, woodworking, fishing, hunting, snow skiing and building sets for the worship services at my church. 

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Phone 972-783-1243
Fax 866-327-1039