Steve Stetz: was born in Kansas and also lived in Oklahoma before moving to Texas in 1992. He began at Fidelity in April of 2011. After advancing through various roles, he joined the Portfolio Advisory Services team as an assigned relationship manager in August of 2014. On a daily basis, he engages in discussions around service, investment planning, retirement planning, estate and tax planning, trusts, and charitable giving to ensure loyalty and satisfaction. Throughout his tenure at Fidelity, he has been consistently recognized for his performance and leadership. He has also served as a mentor to newer representatives where he helped his peers succeed in their role and increase their knowledge of the financial markets.
Steve became a CERTIFIED FINANCIAL PLANNER™ in July 2014, along with his certification he also holds the FINRA 7, 63, Texas Life & Health, and Texas P&C licenses. He received a B.B.A. in Management in 2005 from Texas Tech University. After working for 3 years, he went back to attend graduate school in August of 2008 where he received a joint degree consisting of a MBA and a Masters of Science in Personal Financial Planning graduating in December 2010. Steve is a member of the Dallas Financial Planning Association and has attended FPA annual conferences in Anaheim, CA and Denver, CO.
He and his wife Allison just celebrated their 7th wedding anniversary and they have a son named Mason with another baby boy due in January of 2015. Outside of work, Steve enjoys spending time with his family, being outdoors, and watching sports.