Stephen Trousdale (CFP®, CRPC®)

Stephen Trousdale focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • College/Education Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Tax Planning

Planning Specialties

  • Comprehensive Financial Planning
  • Education Planning
  • Estate Planning
  • Insurance Planning
  • Investment Management
  • Retirement Planning
  • Tax Planning

When it comes to financial planning, the part Stephen 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.

Additional Information

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. Developing a thorough understanding of a client’s values and goals play an important role in making clients confident about their financial futures.

As an associate wealth advisor, performs portfolio construction analysis, identifies clients’ risk management needs, implements tax strategies, reviews budget considerations and evaluates 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, 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.

NAPFA Start Date

February 22, 2017

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This Office

5810 Tennyson Pkwy Ste 260 Plano, TX 75024-3559 Phone: (972) 661-3355