Stephen Frederick Trousdale
Analyst-Equity bei Buckingham Strategic Wealth LLC
Profil
Mr. Stephen F.
Trousdale is an Wealth Advisor at Buckingham Strategic Wealth LLC.
He works hand-in-hand with the firm’s wealth advisors to perform portfolio construction analysis, identify clients’ risk management needs, implement tax strategies, review budget considerations and evaluate estate planning techniques.
His relationship with clients begins with the process of developing an appropriate financial plan and continues through the later stages of plan monitoring and maintenance, a continuity he builds upon.
Prior to joining Buckingham Strategic Wealth, Mr. Trousdale spent four years as a Senior Mutual Fund Analyst with GuideStone Capital Management.
Before that, he worked as a Customer Relations Specialist at GuideStone Financial Resources, where he served as a front-line contact to analyze, process and articulate client requests related to retirement planning, asset allocation decisions, insurance and taxes.
He earned his Bachelor of Business Administration degree in Finance from Baylor University in 2008 and a Certificate in Financial Planning from Southern Methodist University in 2011.
He holds the Certified Financial Planner and Chartered Retirement Planning Counselor professional designations.
He is also a member of the Financial Planning Association’s Dallas Chapter.
Aktive Positionen von Stephen Frederick Trousdale
| Unternehmen | Position | Beginn |
|---|---|---|
Buckingham Strategic Wealth LLC
 Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham Strategic Wealth LLC (Buckingham) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was co-founded by Bert Schweizer and Steve Funk in 1994 as Buckingham Asset Management LLC. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Buckingham manages investment portfolios for a wide variety of clients, such as individuals/high-net-worth individuals, qualified retirement plans, charitable organizations and foundations as well as corporations. | Analyst-Equity | 01.01.2015 |
Ehemalige bekannte Positionen von Stephen Frederick Trousdale
| Unternehmen | Position | Ende |
|---|---|---|
GuideStone Financial Resources
 GuideStone Financial Resources Investment ManagersFinance GuideStone Financial Resources provides financial services. It offers retirement, investment, executive benefit services and insurance plans. The firm provides property and casualty coverage for churches and other ministries. The company was founded in 1918 and is headquartered in Dallas, TX. | Corporate Officer/Principal | - |
GuideStone Capital Management LLC
 GuideStone Capital Management LLC Investment ManagersFinance GuideStone Capital Management LLC (GSCM) is a SEC-registered investment advisor headquartered in Dallas, Texas. Founded in 2000, the firm is owned by GuideStone Investment Services, which is a wholly-owned subsidiary of GuideStone Financial Resources (GSFR) of the Southern Baptist Convention. GSCM provides investment advisory services to registered mutual funds and institutional investors. They also serve as the investment adviser to GuideStone Funds. | Corporate Officer/Principal | - |
Ausbildung von Stephen Frederick Trousdale
| Baylor University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
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Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Buckingham Strategic Wealth LLC
Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham Strategic Wealth LLC (Buckingham) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was co-founded by Bert Schweizer and Steve Funk in 1994 as Buckingham Asset Management LLC. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Buckingham manages investment portfolios for a wide variety of clients, such as individuals/high-net-worth individuals, qualified retirement plans, charitable organizations and foundations as well as corporations. | Finance |
GuideStone Capital Management LLC
GuideStone Capital Management LLC Investment ManagersFinance GuideStone Capital Management LLC (GSCM) is a SEC-registered investment advisor headquartered in Dallas, Texas. Founded in 2000, the firm is owned by GuideStone Investment Services, which is a wholly-owned subsidiary of GuideStone Financial Resources (GSFR) of the Southern Baptist Convention. GSCM provides investment advisory services to registered mutual funds and institutional investors. They also serve as the investment adviser to GuideStone Funds. | Finance |
GuideStone Financial Resources
GuideStone Financial Resources Investment ManagersFinance GuideStone Financial Resources provides financial services. It offers retirement, investment, executive benefit services and insurance plans. The firm provides property and casualty coverage for churches and other ministries. The company was founded in 1918 and is headquartered in Dallas, TX. | Finance |