Scott C. Stephens

Scott C. Stephens Email and Phone Number

BakerAvenue Wealth Management @ BakerAvenue Asset Management
Scott C. Stephens's Location
Southlake, Texas, United States, United States
Scott C. Stephens's Contact Details

Scott C. Stephens work email

Scott C. Stephens personal email

n/a
About Scott C. Stephens

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.

Scott C. Stephens's Current Company Details
BakerAvenue Asset Management

Bakeravenue Asset Management

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BakerAvenue Wealth Management
Scott C. Stephens Work Experience Details
  • Bakeravenue Asset Management
    Managing Partner & Director
    Bakeravenue Asset Management Jan 2009 - Present
    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.
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  • Fidelity Investments
    Vice President
    Fidelity Investments Feb 2007 - Jan 2009
    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 Solutions program connects high net worth individuals and corporations with register investment advisors that specialize in customized and alternative solutions. Asset management, estate, tax and retirement planning.
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  • Fidelity Investments
    Senior Investment Consultant
    Fidelity Investments Jan 2001 - Feb 2007
    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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  • Fidelity Investments
    Investment Consultant
    Fidelity Investments Mar 1998 - Dec 2000
    Boston, Ma, Us
    View
  • Fidelity Investments
    Brokerage Trader
    Fidelity Investments Aug 1996 - Mar 1998
    Boston, Ma, Us
    View

Scott C. Stephens Skills

Investments Asset Allocation Portfolio Management Wealth Management Equities Mutual Funds Investment Advisory Risk Management Securities Retirement Investment Management Asset Managment Fixed Income Business Development Hedge Funds Sales Financial Modeling Talent Management Coaching Management Mentoring

Scott C. Stephens Education Details

  • Assumption University
    Assumption University

Frequently Asked Questions about Scott C. Stephens

What company does Scott C. Stephens work for?

Scott C. Stephens works for Bakeravenue Asset Management

What is Scott C. Stephens's role at the current company?

Scott C. Stephens's current role is BakerAvenue Wealth Management.

What is Scott C. Stephens's email address?

Scott C. Stephens's email address is ss****@****ave.com

What is Scott C. Stephens's direct phone number?

Scott C. Stephens's direct phone number is +197289*****

What schools did Scott C. Stephens attend?

Scott C. Stephens attended Assumption University.

What are some of Scott C. Stephens's interests?

Scott C. Stephens has interest in Kite Boarding, Children, Boating, Environment, Old Man Basketball, Spending Time With Family And Friends, Diving.

What skills is Scott C. Stephens known for?

Scott C. Stephens has skills like Investments, Asset Allocation, Portfolio Management, Wealth Management, Equities, Mutual Funds, Investment Advisory, Risk Management, Securities, Retirement, Investment Management, Asset Managment.

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