Stephen Benotti

Background

About Stephen Benotti

As a trusted advisor, Steve finds it rewarding to enhance his clients' quality of life and work toward their financial goals."I'm passionate about developing long-lasting relationships with my clients, so that I can support them through life's many changes". By helping his client create and execute plans that align with their needs, they can spend less time worrying about their finances and focus on what is meaningful to them. He loves that each day is different, and each client adds another unique layer to his role. Steve has over 26 years of experience as financial advisor. Steve obtained his CERTIFIED PRIVATE WEALTH ADVISOR™ designation through the University Chicago, CERTIFIED FINANCIAL PLANNER™ designation through the University of Houston and Certified Retirement Counselor® designation. Steve earned a Bachelor of Arts degree from Southern Methodist University and Master of Science from Texas A&M University - Kingsville. Steve and his wife, Donna have been married for over 24 years, and reside in Tomball, TX. They adopted their son, Levi, a graduate of Texas State University and is now working in Houston. Away from the office, Steve enjoys being outdoors, golfing, fishing, traveling, road trips, but his passion is snow skiing in the mountains and challenging himself. Steve and Donna enjoy attending musicals together when we have the opportunity. They also have a rescue dog, Harvey, who is named after the hurricane Harvey. Steve is active in his local community by volunteering with Make-a-Wish Foundation and is a Lifetime Ambassador at Texas Children's Hospital. This information is intended for use only by residents of (AL,AR,AZ,CA,CO,FL.GA,IL, IN,KS,KY,LA,MA,MI,MO,MS,MT,NC,NJ,NV, Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social