Stephen M. Benotti, CFP<sup>&reg;</sup> - Financial Advisor

Stephen M. Benotti, CFP®

CPWA®,CRC®

Managing Director-Investments

Wells Fargo Advisors

1800 Hughes Landing, Ste 300
The Woodlands, TX 77380
(800) 231-0983
+1 More Number
(281) 465-3043

General

Stephen Benotti is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wells Fargo Advisors in The Woodlands, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 31, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Retirement Counselor® (CRC®)

Insurance Licenses

  • Life insurance: AZ, CA, CO, CT, FL, GA, IL, IN, LA, MA, MO MT, NC, NJ, OR, PA, TN, TX, UT, VA
  • Fixed annuities: AZ, CA, CO, CT, FL, GA, IL, IN, LA, MA, MO MT, NC, NJ, OR, PA, TN, TX, UT, VA
  • Variable annuities: AZ, CA, CO, CT, FL, GA, IL, IN, LA, MA, MO MT, NC, NJ, OR, PA, TN, TX, UT, VA

Broker-Dealer Affiliation

Wells Fargo Clearing Services, LLC
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Corporate Finance, Investment Management, Government & Military, Limited Partnerships, Getting Divorced, Employee Benefits, Mutual Funds, Irregular Income, Getting Married, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Tangible Assets, Starting a Family, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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