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Brian Stephens CPA | PFS, CFP®

Brian Stephens CPA | PFS, CFP®

Director of Wealth Management and Planning

Brian began working with Davis & Associates CPA Firm in 1984 and graduated from the University of St. Thomas with a Master of Business Administration. He received his Bachelor of Science in Accounting from the University of Houston and received his Certified Public Accountant designation in 1992. 

Brian joined H.D. Vest Investment Services SM in 1996 and holds license series 7, 63, 65 and holds the designations of CERTIFIED FINANCIAL PLANNER®, Personal Financial Specialist,  Licensed Securities Representative, Investment Advisor Representative, and Texas Insurance Agent.  

Brian is active civically as well as professionally in Texas. He also is a member of the  American Institute of Certified Public Accountants, Texas Association of Certified Public Accountants, National Association of Financial & Estate Planning, and National Society of Accountants. Local memberships include Baytown Chamber of Commerce, Hispanic Chamber of Commerce, West Chambers County Chamber of Commerce, and Knights of Columbus.

Brian lives in the Houston area and in his spare time enjoys traveling and spending time with his family.