Stephen Valelly
Senior Vice President, Financial Advisor
Contact Steve
Team Office
Steve’s Locations
Dallas, TX 75254 (972) 335-8000
About Steve
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
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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