Houston, TX
Stephan T. Raska
Senior Financial Advisor
Stephan T. Raska serves as Senior Financial Advisor at Sullivan & Associates in Houston, TX.
By focusing on each investor’s specific needs, I develop strategies that help clients reach their financial goals. I have worked as a Financial Advisor to both individual and intuitional investors since 1993.
I have been recognized as a Wells Fargo Advisors Financial Network Platinum Council Advisor from 2015-2022. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism.
Additional consideration may have included best practices and team structures. Before joining Wells Fargo Advisors in 2003, I was a Financial Advisor for Edward Jones for 11 years.
I hold a Bachelor’s Degree in Business Administration from the University of Texas-Austin. My mission is to provide every client with targeted, comprehensive financial advice and portfolio management-delivered with the highest level of personal service and professional integrity.
This commitment to service also carries over to my involvement with our local community. Away from the office, I enjoy being outdoors and traveling with my wife and children.
It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process.
As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs.
Associated Locations
- • Houston, TX
Credentials
CRC
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