Stephen Stetz Email & Phone Number

Keller, TX, US

Boston, MA, US

Boston, MA, US

Boston, MA, US

• Focus on fee based discretionary managed Portfolio Advisory Service accounts, a component of Fidelity® Wealth Services
• Educating clients on an ongoing basis regarding asset allocation
• Conducting annual reviews of client’s profiles to ensure suitable portfolio allocations
• Comprehensive understanding of financial planning, financial investments, global economics, and market movements
• Received quarterly recognition for leads and client satisfaction scores
• Probing, uncovering and incorporating all relevant financial and personal data to identify the most appropriate investment strategy and identify additional investment opportunities

Boston, MA, US

• Focus on fee based discretionary managed Portfolio Advisory Service accounts, a component of Fidelity® Wealth Services
• Series 66 waived due to CFP® designation
• Excellence in Action Q4 2014, ranked in top quartile amongst peers
• Effectively addressed a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income.
• Partnering with the Advisor and implementing a structured client contact strategy and promoting annual guidance reviews to drive client loyalty/business results
• Identifying opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings

Boston, MA, US

• Consistently recognized for leadership and delivering results
• Designed and implemented Client Experience initiative
• Team achieved 100% Client Satisfaction scores in November/December 2012
• Received multiple positive escalations from client’s and colleagues
• Uncovered opportunities and identify products and services that will enable client's to achieve financial success
• Handle inbound Premium and Private Client Group requests including placing trades with equity, mutual fund, options, and fixed income products

Boston, MA, US

Irving, Texas, US

Steve is a CERTIFIED FINANCIAL PLANNER™ professional. After passing the CFP® exam, Steve became an adjunct professor at the University of Dallas teaching fellow financial advisors the CFP® curriculum. Topic areas include general principles, investment planning, insurance planning, income tax planning, employee benefits planning, retirement planning, and.

Tampa, Florida, US

Leads CFP® Exam review courses around the country helping financial professionals pass the rigorous CFP® Exam. Able to simplify complex concepts for easier understanding.

• Current Licenses
• Texas Property and Casualty License
• Texas Life, Accident, Health, and HMO License
• Specialization in Occupational Accident Insurance
• Customized insurance programs to suit individual customers and ensure that policy requirements are fulfilled
• Handle complex claims issues

Deerfield, IL, US

• Strong focus on customer service, leadership, and honesty
• Enhanced decision making, problem solving, and prioritizing skills
• Delegated tasks to effectively meet deadlines
• Analyzed store operations and financial position
• Met needs of diverse customers and employees
• Experience in a multitude of departments

Master Of Science, Personal Financial Planning

Mba

Bachelor Of Business Administration, Management