Stan Stevenson

Wealth Advisor @Hightower Signature Wealth

Dallas-Fort Worth, TX, US

My primary role is client relations, working with all manner of clients to develop investment and asset allocation strategies that are appropriate for their age, net worth, needs and goals. To broaden the range of services available to the client, I work hand in hand with other Frontier professionals in many areas, including asset allocation, portfolio management and financial planning. Enhancing client relationships and expansion of those relationships (additional services and new money added to existing accounts or account relationships as well as client referrals of family and friends) are other key elements of my job. As to Frontier, we are headquartered in Dallas, Texas, and were founded in 1994. Frontier offers a unique combination of in-house portfolio management with individual U.S. equities and fixed-income securities at its core. ETFs and Mutual Funds are used for \"satellite\" investments in asset classes such as Small Cap, International and Emerging Markets. The firm has grown rapidly, and now has over $5B in assets under management. Our services include comprehensive financial planning at no charge to the client. The investment minimum is reasonable, too - reasonable enough to say aloud and with a straight face.

SMU Cox School of Business

BBA, General Business and Finance

SMU Cox School of Business

Master of Business Administration (MBA)