Stephen Wilson is a CERTIFIED FINANCIAL PLANNER™ professional and Financial Advisor with Raymond James Financial Services, Inc., the independent advisor network. This network is comprised of some 3600 independent advisors from coast to coast which provide individual solutions specifically for individual financial needs. As a CFP® professional, Stephen has been tested and obtained a high level of technical understanding in areas of financial planning including retirement plan analysis, tax and estate planning. Additionally, CFP® certificants must ascribe to high ethical standards and commit to ongoing educational requirements. Per the CFP Board, less than 10% of all financial advisors have obtained this professional designation.
Stephen joined Raymond James in April, 2009. He has over 30 years of experience in financial services, including having received the Life Underwriting Training Council Fellow (LUTCF) designation. During his tenure at Smith Barney, he held the titles of Guided Portfolio Manager (GPM) and Second Vice-President Wealth Management. Stephen has numerous securities licenses including Series 3, 6, 63, 65, and 7, 9, 10, as well as Group 1 (Life, Health & Accident Insurance).
Stephen has a BS in Chemistry from the University of Texas Permian Basin (1975). He has also done graduate work at the University of Houston in Business/Finance (1980-82). Stephen was born in Midland. He and his wife Debi live in Odessa. They have 2 boys. Brian and his wife Allison live in McKinney with their 3 children Carley, Braydon, and Rhys. Chris and his wife Mindy live in Chromo, CO with their children Shobin and Nova. Stephen believes in youth and community involvement and has participated in the Junior Achievement program through local school districts. He is a member of UT Permian Basin's Business Advisory Comittee and a Board Member of Meals on Wheels, Odessa.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.