Stephen B. Bodwell, CFP^®

CPA/PFS

Founder & President

Walnut Hill Wealth Management, LLC

9040 Maguires Bridge Dr
Dallas, TX 75231-4017

(214) 316-7490 CONNECT WITH Stephen

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Fee-Only Independent RIA

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Firm Website

General

Stephen Bodwell is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Walnut Hill Wealth Management, LLC in Dallas, TX and the surrounding communities.

Financial Advisor Overview

Stephen is a CERTIFIED FINANCIAL PLANNER™ professional, active Certified Public Accountant in Texas, holds the American Institute of CPA's (AICPA) Personal Financial Specialist credential, Series 65 license, and the Certificate in Investment Performance Measurement from the CFA Institute. He is a member of the Financial Planning Association, CFA Institute, and AICPA and is active in both the Texas Society of CPAs – Dallas Chapter and Financial Planning Association – DFW Chapter.

Financial Advisor Experience

Stephen spent the first six years of his career in the Dallas office of Ernst & Young, LLP in various roles including Manager in Mergers & Acquisitions Due Diligence where he assisted private equity funds in acquiring businesses. Stephen then spent the next fifteen years in various roles at Maverick Capital, Ltd., one of the world’s largest, oldest, and prestigious hedge funds, ultimately serving as a Managing Director in Private Equity and Venture Capital, overseeing the valuation of over $5B in private investments. Stephen obtained his undergraduate and graduate degrees in accounting and finance, respectively, from Texas A&M University and was a proud member of the Texas Aggie Corps of Cadets where he served as Company D-2’s Executive Officer his senior year. He also completed the certificate program in Financial Planning from Southern Methodist University.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)
Other - CIPM

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Personal Taxes