Stephen Thornhill

Helping clients make educated investment decisions is the crux of being a financial advisor with Wells Fargo Advisors. I work with my clients to understand their lifestyle and investment goals, along with generational planning wishes, and help craft a strategy that can fit their needs as they move through their career into retirement and beyond. I bring a unique set of skills to the table thanks to my years as a geologist in the oil and gas sector. This allows me to work with industry professionals who may need special consideration for their circumstances. I also put out a weekly email that highlights what is happening in the energy marketplace. When I'm working with clients, I always want to hear what they want to achieve with a financial strategy. Each portfolio is customized to the client, providing the appropriate planning for their goals. I also like to understand their family history and what their financial situation is currently. As a financial advisor and CRPC professional, I can address: The Retirement Investment Planning Process Sources of Retirement Income Personal Savings: Investing for Retirement Employer-Sponsored Plans Individual Deferred Compensation Planning for Incapacity, Disability & Long-Term Care Retirement Plan Distributions Investment Strategy During Retirement Income Tax Investment Strategies & the Retiree Estate Investment Planning Retirement Cash Flow Considerations I met my wife at Baylor in 1980 and our 2 children are also Baylor graduates. I enjoy spending time with my 5 grandchildren along with attending oil and gas industry events and luncheons. Wells Fargo Advisors does not provide legal or tax advice