Stephen Alexander is a financial advisor who focuses on helping individuals and families achieve their financial goals and simplify their lives. By serving as a vital resource, Stephen helps them plan for their unique situations. He provides customized advice, investment strategies and wealth management solutions tailored to fit each of his client’s needs. With professionalism, transparency and trust, Stephen develops long term relationships with his clients.
Stephen graduated from The University of Texas at Austin with a BBA in Finance.
Stephen has over 25 years of experience in the financial services industry.
Prior to joining Veritas Wealth Management, LLC., Stephen was employed as a Financial Advisor at Morgan Stanley Smith Barney (Smith Barney) and Fidelity Investments. While at Smith Barney, he received the Blue Chip Council Achievement Award for 3 consecutive years. Prior to joining Smith Barney, Stephen worked at Fidelity Investments, where he obtained his securities licenses as well as extensive training and experience in all areas of financial planning.
Stephen holds the following FINRA licenses:
Series 7, 8, 22, 31, 63, and 65
He also has his Group 1 Life and Health Insurance license.
Stephen and his wife Angie have lived in the Houston area for over 18 years with their son, Stephen. Personal activities include: involvement in their local church, reading, sports, outdoor activities and spending time with family.