With the knowledge that comes with more than 19 years of industry experience, Stephen helps clients pursue their important objectives. His goal as an advisor is to fully educate clients on investments so they’re comfortable with the risks and rewards of investing. He is committed to providing responsive and personalized service.
Stephen has been affiliated as an advisor with Raymond James Financial Services since 2005. Before that, he served clients at Edward Jones for three years. He graduated from Union University in Jackson, Tennessee, with a degree in finance and economics. He holds Series 7, 63, 65 and life insurance licenses.
Community involvement is a priority for Stephen. He is a member and past president of the Smith County Chamber of Commerce and the Carthage Rotary Club, a past board member of the Smith County Heritage Museum, a member of the Smith County Gideons, a member of the Finance Committee of New Salem Association, and a former assistant baseball coach at Smith County High School. He is also a deacon at Carthage First Baptist Church and a member of the Smith County Leadership Class of 2002.
Originally from Portland, Tennessee, he currently lives in Brush Creek with his wife, Audrey. They have two children, Titus and Natalie.