Stephen Schuller Email and Phone Number

I was employed by Dorsey & Company, Inc. from November, 1991 until Prospera Financial Services acquired Dorsey in December, 2021 and I have continued my career as a second generation financial services professional at Prospera.In this day and age of online and impersonal investment advice, I still believe in personally working with every client in order to develop and maintain an investment strategy based on each individual's own unique circumstances. In so doing, my tax sensitive practice focuses on the following areas:Asset Allocation Models, Low Turnover Stock Portfolios, Dividend Income Strategies, Laddered Fixed-Income Portfolios: Tax-Free Municipal Bonds / Taxable Bonds & CD's, Mutual Funds, Exchange Traded Funds, Privately Managed Accounts, Life Transitions Planning / Sudden Wealth Management, Individual Retirement Accounts, Tax-Deferred Annuities, Income Annuities, Life Insurance and Single Premium Long-Term Care Insurance.

While in college, I worked with my father in the securities industry and I also worked at Prudential Insurance. Shortly after graduation, I opened and ran my own insurance and business consulting agency for several years. Other work experience has included retail and hospitality management as well as business interests in health foods and with home and personal safety products.