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Chad Stephens

Chad Stephens

Senior Financial Consultant

Followers of Chad Stephens859 followers
location of Chad StephensDallas-Fort Worth Metroplex

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  • Timeline

  • About me

    Starmont Wealth Management, LLC - President and Founder

  • Education

    • The University of Texas at Austin

      1991 - 1994
      BBA Business Finance

  • Experience

    • Merrill Lynch

      Jan 1995 - Jan 2002
      Senior Financial Consultant

    • Morgan Stanley Smith Barney

      Jan 2002 - Oct 2010
      Vice President

    • Kindred Stephens Financial Group, LLC

      Nov 2010 - Dec 2022
      President

    • Starmont Wealth Management, LLC

      Jan 2022 - now
      President and Founder

      Starmont Wealth Management is an independent advisory practice offering investment planning and portfolio management services. Our mission is to help you plan for tomorrow so that you can live for today.

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER® (CFP®) certification

      CFP Board
      Nov 2005