Scott Stephens

Wealth Advisor & Partner at BakerAvenue Wealth Management

As a Partner, Managing Director and Certified Wealth Strategist (CWS) on the Central Wealth Advisory Team, Scott enjoys building lifelong relationships with friends, clients, and other business professionals in his community.

For the last 10 years, Scott has overseen the BakerAvenue Texas office where he has built relationships throughout Texas and Midwest locations. Over the last several years, Scott has focused his expertise in helping clients protect and divest large concentrated company stock exposure with customization tools and personal attention. Various companies include Texas Instruments, Exxon/Mobil, Royal Dutch Shell, Lennox, AT&T and Oracle.

Prior to joining BakerAvenue, Scott was employed by Fidelity Investments for 13 years in both Boston and Dallas locations working as a Vice President and Senior Executive in various High Net Worth roles.

Timeline

  • Wealth Advisor & Partner

    Current role