Steve Abbey, CFP®, MBA

Experience

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  Arco Oil and Gas

  Jan 1986 - Jan 1994

  Sr. Marking Rep
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  Smith Barney

  Jan 1997 - Jun 2007

  Financial Advisor
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  RiverStone Wealth Management

  Jun 2007 - Jul 2009

  Sr VP
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  Ameriprise Financial

  Sept 2009 - Apr 2011

  Financial Advisor/ CFP®
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  USAA Financial Advisors/ USAA Financial Planning Services

  Apr 2011 - Apr 2013

  Wealth Advisor, CFP®, MBA
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  MassMutual Financial Group Dallas-Fort Worth

  Jan 2013 - Jan 2014

  Financial Services Professional
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  UPSTREAM Investment Partners, LLC

  Feb 2014 - Jan 2024

  Private Wealth Manager

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