Stephen holds the Accredited Asset Management Specialist℠, or AAMS® designation which centers on asset management strategies and investment selection. Stephen earned his BBA in finance from the University of Houston – Downtown, where he graduated magna cum laude. Prior to Raymond James, he worked as a Financial Advisor at Merrill Lynch Wealth Management. Stephen is a veteran of Operation Enduring Freedom, he served in the United States Marine Corps as a Chemical, Biological, Radiological, and Nuclear Defense Specialist. He holds a Series 7 and 66 FINRA registrations and enjoys playing guitar, furthering his education, and reading.
Raymond James is not affiliated with the above organizations and/or charitable causes.