Scott Stephens Email & Phone Number

Scott L. Stephens, CFP®, AAMS®Partner | Wealth ManagerScott L. Stephens operates his independent Kingsview Partners practice in San Angelo, Texas.Originally from Robert Lee, Texas, Scott attended Texas Tech University and brings 34 years of professional industry experience. Prior to joining Kingsview Partners, he had an extensive career in financial services, enjoying a 24-year tenure at Wells Fargo Advisors, where he honed his skills in financial planning and client management. He previously worked with Farm Bureau Insurance for 9 years and gained valuable insights in the insurance space. Guiding ExpertiseAs a CERTIFIED FINANCIAL PLANNERTM professional and Accredited Asset Management Specialist (AAMS®), Scott possesses the knowledge and credentials to guide his clients through intricate financial landscapes. He specializes in comprehensive financial planning, retirement strategies, investment management, and wealth preservation.Navigating Financial ChallengesScott’s client-focused approach prioritizes long-term financial stability and success. He prideshimself on relatability, having built his wealth with the same methods he employs to help themajority of his clients. Scott’s extensive skill set puts him in an ideal position to help his clientsnavigate complex financial challenges - always aiming to achieve their financial aspirations withdiligence and care.Forging Client ConnectionsScott’s commitment goes beyond mere financial planning. He strives to forge strong, personalconnections with his clients, ensuring a lasting positive impact on their lives and financialwell-being. “There is nothing more fulfilling than watching someone achieve their goals and dreams”, says Scott.Family PrideOutside of his professional life, Scott enjoys traveling with his wife, Leigh Ann, golfing, and ranching – which is a factor in his personal investment strategies. Family plays a big role in Scott's life. He and his wife are incredibly proud of their family that includes son Mark and his wife Liz, daughter Elise and her husband John, and their four grandchildren – Trystian, Tinley, Harlee and Tate. Scott and Leigh Ann’s greatest joy is hosting family events at their home and watching their family grow up.

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  Texas Tech University

  Agricultural Economics