Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Helen Stephens (CRD# 2421457) is an Investment Advisor Representative working at Aspen Wealth Management in Fort Worth, TX and has over 20 years of experience in the finance industry. Helen Stephens has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Mark Morgan (CRD# 2603450) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Southlake, TX and has over 21 years of experience in the finance industry.
Paul Ray (CRD# 4541678) is an Investment Advisor Representative working at Phillips Ray Capital Management, Inc. in Fort Worth, TX and has over 13 years of experience in the finance industry.
Prior to forming Phillips Ray Paul was a Junior Partner at Buena Venture Associates, LLP (BVA), a venture capital firm comprised of three individuals: Sid Bass, Paul Ray III and John Pergande. BVA’s focus is primarily on the financial services industry, particularly Insurance. Paul played a very active role with these portfolio companies, through an interim operating role and Board representation. Paul...