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@bakerave.com
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5 phones found area 972, 415, and 214
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LinkedIn matched
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Scott C. Stephens is listed as BakerAvenue Wealth Management at BakerAvenue Asset Management, based in Southlake, Texas, United States. AeroLeads shows a work email signal at bakerave.com, phone signal with area code 972, 415, 214, and a matched LinkedIn profile for Scott C. Stephens.
Scott C. Stephens previously worked as Managing Partner & Director at Bakeravenue Asset Management and Vice President at Fidelity Investments. Scott C. Stephens studied at Assumption University.
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AeroLeads found 1 current-domain work email signal for Scott C. Stephens. Compare company email patterns before reaching out.
As a professional advisor creating customized portfolios for high net worth clients, I work with clients and corporations on risk management, retirement income planning, strategic asset allocation and implementation. As a tactical asset manager, we understand the importance of protecting client assets from the downside risks and volatility in global markets. When trends are not favorable, Baker Ave. hedges with the use of cash; when they do turn favorable, we position clients for success in rising market trends. I work with a wide variety of clients, including retirees with IRA rollovers, taxable assets and corporation plans. My clients live in Texas, Oklahoma, New Mexico, Florida, Colorado and Georgia. Many clients are energy executives in Houston, TX and technology engineers in Austin, TX. After studying marketing in college, my interest in the stock market led to a job with Fidelity Investments in Brokerage Trading; I have been employed in the industry since 1996. A native of central Massachusetts, I’m a die hard Boston sports fan and love to travel with my family.
Listed skills include Investments, Asset Allocation, Portfolio Management, Wealth Management, and 17 others.
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San Francisco, CA, US
Responsible for customized managed portfolios of high net worth clients with additional specialties in risk management, retirement income planning and trust services. BakerAvenue engages in a prudent and pragmatic approach to protect client assets on both the downside & upside.
Boston, MA, US
Vice President of the Wealth Advisory Solutions program (Referral Network for RIA's to retail clients). Served Vice President of the Southeast and Southwest markets for the Fidelity Investments Wealth Advisory Solutions Program, which is Fidelity’s referral network for Registered Investment Advisors to high net worth retail clients. The Wealth Advisor.
Boston, MA, US
Advised high net worth clients on managed asset allocation solutions and tax-sensitive strategies based on extensive research into a broad universe of investment options through Fidelity Investments and Strategic Advisors.
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Scott C. Stephens works for BakerAvenue Asset Management.
Scott C. Stephens is listed as BakerAvenue Wealth Management at BakerAvenue Asset Management.
AeroLeads has found 1 work email signal at @bakerave.com for Scott C. Stephens at BakerAvenue Asset Management.
AeroLeads has found 5 phone signal(s) with area code 972, 415, 214 for Scott C. Stephens at BakerAvenue Asset Management.
Scott C. Stephens is based in Southlake, Texas, United States while working with BakerAvenue Asset Management.
Scott C. Stephens has worked for Bakeravenue Asset Management and Fidelity Investments.
You can use AeroLeads to view verified contact signals for Scott C. Stephens at BakerAvenue Asset Management, including work email, phone, and LinkedIn data when available.
Scott C. Stephens studied at Assumption University.
Scott C. Stephens is listed with skills including Investments, Asset Allocation, Portfolio Management, Wealth Management, Equities, Mutual Funds, Investment Advisory, and Risk Management.
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