About
With over 40 years in financial services, Stephen brings a broad and deep set of investment skills to his current position as a financial advisor with the Wealth Enhancement Group. Having lived overseas in Latin America, the Caribbean and the Mideast while growing up, he brings a unique perspective to managing client accounts where the management of risk, from both an absolute and relative point of view, is paramount. Over the decades, he has worked with the Private Bank and Investment Group at Merrill Lynch, acted as president of BankBoston International and served as a managing partner with Coral Rock Investments, a foreign exchange firm.
Stephen lives in Dallas, Texas with his wife, Lauren.
Education
- BA - History, Stanford University
Resources from Stephen Valelly
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