About My Practice
For nearly 20 years, Stephen has helped clients address their critical financial events, such as retirement, wealth transfer, etc. and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Stephen has dedicated his career to delivering the personalized investment planning services his clients deserve.
Away from the office, Stephen spends his free time with his wife, Donna, the head Volleyball and Golf Coach at Cy-Fair High School, and their son, Levi. They like to stay active both physically and mentally, whether it’s playing golf together or enjoying family night or a spur of moment weekend trip to another city. Steve especially enjoys the outdoors golfing, fishing and mountain biking. Stephen and Donna have been married for twelve years and look forward to sharing many more years together.
This information is intended for use in (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WY) only
For More Information, please visit website at:
www.stevebenotti.wfadv.com
Experience
Please visit website at:
www.stevebenotti.wfadv.com
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Insurance Licenses
Life insurance: TX,LA,FL,GA,IL,MA,NM,OR, CA Insurance License Number 0D99387, Fixed annuities: TX,LA,FL,GA,IL,MA,NM,OR, CA Insurance License Number 0D99387, Variable annuities: TX,LA,FL,GA,IL,MA,NM,OR, CA Insurance License Number 0D99387
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Retirement Counselor® (CRC®)
Broker-Dealer Disclaimer
Investments in securities and insurance products: ARE NOT FDIC-INSURED, ARE NOT BANK-GUARANTEED, MAY LOSE VALUE. Wells Fargo Advisors is the trade name used by two separate registered broker-dealers: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, non-bank affiliates of Wells Fargo & Company.
