
Stephen Batts
Founder, Batts Financial Financial Advisor, RJFSStephen is a financial advisor with Raymond James and founder of Batts Financial. While focusing his business on his clients’ individual financial objectives, Stephen believes the most successful wealth management strategies look at the big picture. Stephen and his team provide a comprehensive, strategy-focused approach, delivered with personal attention and a commitment to his clients’ best interests.
Stephen and his team are dedicated to building and preserving wealth for you and your family. By establishing deep and valued relationships with you, he is able to gain a comprehensive understanding of your needs and goals. He works hard to enhance and preserve your investments, while assisting you with your goals through long-term financial strategies using strategic investment strategy management, retirement planning including IRAs, 401(k)s, estate planning, 529 education savings plans and more.
Prior to beginning his career in financial services in 2014, he finished up his professional baseball career with the Philadelphia Phillies after being drafted in 2009 from East Carolina University; where he received his undergraduate degree in business management.
Originally from Wilmington, North Carolina, Stephen is active in the community as a volunteer for organizations such as Fellowship of Christian Athletes and his church. Stephen and wife, Brooke, have three children, Lila, Charlotte and Hilton.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.