Stephen J. Cross
Stephen Cross is President and LPL Registered Principal of Cross Financial Strategies, LLC.
Cross Financial Strategies, LLC provides unbiased, objective and customized financial advice for those who are accumulating, preserving, or distributing wealth.
Mr. Cross has over ten years of experience in the financial services industry. Prior to starting Cross Financial Strategies, LLC, he worked as a Senior Financial Advisor at Merrill Lynch Global Wealth Management. Prior to joining Merrill Lynch, Stephen spent ten years in the packaged foods industry in a variety of sales and management positions with Nestlé USA, Minute Maid Foods, a division of Coca-Cola, and Del Monte Foods.
In 2004, Stephen earned the Chartered Retirement Planning CounselorSM designation offered through the College for Financial Planning®. He also earned the Certified Financial Manager designation offered by Merrill Lynch.
Stephen graduated from the University of South Carolina with a B.S., Finance degree in 1987. He was born in Orange, CA, raised in South Carolina and has been a resident of Dallas, TX for the past eleven years. He is a 4x Ironman® triathlon finisher, including a 2x Ironman® Hawaii World Championship finisher, and has competed in the sport of triathlon for several years. He enjoys running, has competed at all distances, and is a Boston Marathon® qualifier. Some of his other interests include reading, home improvement and staying active.
He’s also the host the Financial Roundtable radio show which can be heard on KEOM 88.5 FM in Mesquite, TX and Reading & Radio Resource in Dallas/Fort Worth.
Mr. Cross can be reached at (214) 484-9476 and scross@crossfinancialstrategies.com.
You can visit his website at www.crossfinancialstrategies.com.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For a list of states in which I am licensed to do business, please visit www.crossfinancialstrategies.com
