Associate Wealth Advisor
Stephen Trousdale, CFP®, CRPC®
When it comes to financial planning, the part that Stephen Trousdale enjoys the most is breaking down all the individual pieces and moving parts, packaging those elements together to present the big picture, and then providing clients with the tools they need to capture it.
Stephen is passionate about working with clients to craft a comprehensive and evidence-based financial plan consistent with their long-term financial goals. Opportunities to address complex and challenging issues with practicable solutions are when Stephen is at his best. But he also knows that a thorough understanding of a client’s values and investor education play an important role in making clients confident about their financial futures.
As an associate wealth advisor, Stephen 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, Stephen 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.
Stephen 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 PLANNERTM and Chartered Retirement Planning CounselorSM professional designations. He is also a member of the Financial Planning Association’s Dallas Chapter.
Stephen, who has an identical twin, was born and raised in the Dallas area and belongs to The Heights Baptist Church.