Scott Stephens

Managing Partner, BakerAvenue Asset Management

Local Board Member, North Texas

Scott is a Managing Director and Certified Wealth Strategist (CWS®) located at our Dallas, TX office. With over 20 years of investment experience, his primary focus is working with high-net-worth clients around portfolio construction and diversification, income planning and client communication. Scott’s client relationships are primarily in Texas, Louisiana, Oklahoma, New Mexico, and Colorado.

Before joining BakerAvenue, Scott was employed by Fidelity Investments for over 12 years. In his last role at Fidelity, he was Vice President for the Wealth Advisory Solutions program working with 40 different Registered Investment Advisor firms across Texas and Florida. Prior to that, he was a Senior Investment Consultant in the Portfolio Advisory Services in both Boston and Dallas locations. Scott holds a B.A. in Marketing from Assumption College.

Scott is originally from Southborough, Massachusetts. In 2001, he relocated to Dallas, TX for Fidelity Investments on the pretense that he’d be moving again soon. Then he met his wife Beth, and his mother’s worst nightmare came true: he officially became a Texan. Scott and Beth live in Southlake, TX with their son Owen and daughter Liv. He enjoys weekly pick-up basketball games, old-fashioned home cooking, boating, and his new passion, volunteer coaching for local youth sports.

Since Scott was 7 years old, he has been involved in competitive athletics of some sort. He excelled in basketball and football in both high school and college. In 2010, he volunteered to coach both sports in his home town of Southlake, TX. Recently his flag football team went 10-0 and took the town championship. He enjoys fostering his team’s competitive spirit (win or lose) in a supportive environment and firmly believes that it creates the foundation for future discipline, success, and teamwork.

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