Stephen Shipley Email & Phone Number
Founder and CCO, Director of Financial Planning @ Cottonwood Capital Advisors
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Stephen Shipley Location
- Irving, TX, US
Stephen Shipley Work
- 2013 -now Founder and CCO, Director of Financial Planning @
- 1993 -2013 First Vice President @
- 1990 -1993 Project Manager @
Stephen Shipley Education
- Texas A&M University
Bachelor of Science - BS (Building Construction)
1985-1989
Stephen Shipley Skills
- Alternative Investments
- Estate Planning
- Series 63
- Investment Strategies
- ETFs
- Asset Management
- Separately Managed Accounts
- Separately Managed
- Series 65
- Asset Allocation
- Financial Analysis
- Investment Advisory
- Series 7
- Retirement Planning
- Wealth Management
- Mutual Funds
Stephen Shipley Summary
- Stephen Shipley, based in Irving, TX, US, is currently a Founder and CCO, Director of Financial Planning at Cottonwood Capital Advisors. Stephen Shipley brings experience from previous roles at Morgan Stanley and Pacific Gas & Electric. Stephen Shipley holds a 1985 - 1989 Bachelor of Science - BS in Building Construction @ Texas A&M University. With a robust skill set that includes Alternative Investments, Estate Planning, Series 63, Investment Strategies, ETFs and more. Stephen Shipley has 3 emails on RocketReach.
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