Meet the Advisor
Alan was raised in Northeast Louisiana, and lives there today with his wife, Miriam. They have two sons, a daughter, and a daughter-in-law. They are actively involved in both church and their community.
Alan was introduced to the investment world at the age of 14 when his father took him to see a stockbroker. He had an immediate interest in investments and seemed to have a natural understanding. By the age of 18, he had taken sole responsibility of his investment portfolio. This eventually led to his career in the financial services industry.
Alan has been serving clients in Louisiana and many other states for over 15 years. In 2002, he decided to become a Registered Representative of United Planners Financial Services, Inc. He has earned series 6, 7, 63, and 24 securities licenses as well as his life, health, and accident insurance licenses. He has completed extensive training in investment and insurance strategies from some of the industry’s most respected organizations. In addition to his experience in the financial services industry, Alan has over 10 years experience managing multi-million dollar businesses and 7 years experience in consumer and business lending. Of the many awards Alan has earned, the award for “Outstanding Office of the Year – 10 years in a Row” from United Planners, Inc., is his favorite.
Alan enjoys giving back to his community, and one of the ways he has done so was co-founding and serving as former President of the Financial Management Organization at the University of Louisiana at Monroe. Alan also co-hosted a radio show, “Money Talks,” on a local station, and he was a regular guest on KNOE TV8’s “Good Morning Ark-la-miss” show for 3 years, where he offered financial tips and advice. He is still a regular contributor to The News-Star’s “Delta Business” publication in Monroe, LA.
In his spare time, Alan enjoys all things outdoor with special consideration for hunting, fishing, scuba diving, and competitive archery.
At Stephenson Financial, our goal is to be a valued financial resource to our clients. We strive to help individuals, families, and businesses gain and preserve wealth, and we are dedicated to providing exceptional service and advice.
“There is no one like you.”
What We DO:
At Stephenson Financial, we assist clients with protecting their assets and standard of living. Our practice occasionally involves working with other professionals (attorneys, accountants, bank officers, and other investment advisors) to pursue the most outstanding planning techniques available. We know that each client is different, and we focus on first educating the clients about available options and then assisting them in implementing the proper solution to accomplish their specific goals. We are building long-lasting relationships with our clients, in order to serve them in the best possible way.
Many people are concerned that financial planning is costly. As an Investment Advisor Representative of United Planners, Alan is able to offer many solutions to fit any type of budget. It is not about how much money you have or don't have. It is about having a plan to make the most out of what you do have.
If you are looking for straight advice and wondering who you can talk to, we will be happy to meet with you to review your list of investments and answer your questions.