We have moved to 7600 Broadway St. San Antonio, TX 78209 as of July 23rd, 2022. We look forward to welcoming you to our new office!
Steven G Mitchell
Vice President,
Financial Advisor,
Financial Planning Specialist
Direct:
(210) 366-6619(210) 366-6619
Toll-Free:
(800) 733-3041(800) 733-3041
My Mission Statement
Experienced wealth planning services for your life and legacy goals
My Story
In my past experience as CEO of a local bank-owned brokerage firm that specialized in trading and individual client investments, I desired to seek a better, more holistic way to serve the needs of an ever growing affluent clientele. My transition to a more client-centered, holistic planning approach and application has been both an informative and gratifying journey. Implementing a plan to grow and preserve generational wealth requires both a depth of understanding that only comes from experience and a dedication to finding a better way to enrich the lives of those whom I serve. Affluent families often have more complex needs that go beyond retirement to include issues surrounding closely held businesses, taxation and charitable and legacy considerations. My goal as an advisor is to empower and enrich the lives of my clients through encouraging dialogue, discernment and the implementation of a plan designed to address their unique goals and dynamic circumstances for generations to come.
Securities Agent: PA, FL, SC, MI, MA, TX, KY, IL, NY, AL, NC, OR, TN, MO, NV, WA, GA, ID, CA, CO; General Securities Principal; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1375316
NMLS#: 1375316
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
FINANCIAL EMPOWERMENT
Steven is determined to empower women who have gained wealth through entrepreneurial and professional pursuits, executive careers, inheritance, and family business interests, such as oil & gas and ranching. Steven has found that his clients appreciate expanding their knowledge of investing and are receptive to engaging in a comprehensive process to help clarify their goals and implement measures to remain informed and thoughtful stewards of their wealth. He designs comprehensive financial plans and investment strategies that are tailored to fit the needs of his client's ever-changing personal and financial circumstances.
Women and Wealth
Throughout your life, you will move through four stages of wealth. Accumulation, Planning/Preservation, By determining your unique situation any roadblock, no matter the size, can be strategically navigated around.
Women and Wealth
Goal Planning System (GPS)
Many people put off thinking about the future. You can get a head start on key life stages. The Goal Planning System is dynamic and adaptive, setting your goals according to your needs. Learn about the GPS process and how it can help you build a prosperous future.
Goal Planning System (GPS)
Raising Money-Savvy Kids
Being your child's Chief Financial Educator comes with great responsibility. The quality time you dedicate to teaching your legacy about money can dictate their future financial stability. This is why the Steven provides a simple layout of what should be focused on.
Raising Money-Savvy Kids
Divorce: New Beginnings
Divorce can turn the best laid financial plan upside down. An income stream dries up; assets may be divided; in short, where life had a feeling of certainty, you may now be standing on shifting ground. From stabilizing your credit to restructuring your retirement plan, Steven is well experienced to help you through difficult times.
Divorce: New BeginningsOUR JOURNEY TOGETHER
As your dedicated wealth management advisor, I will formulate and implement a personalized financial strategy that encompasses all facets of your financial wealth and health. Deploying a step-by-step process that keeps you informed, involved, and on-track is my priority.
Step 1: Discovery
My approach to managing my clients' wealth begins with learning about them, their family, their history, their accomplishments, and ultimately understanding the factors that could help or hinder the attainment of their life and legacy goals. It has been my experience in serving the needs of wealthy families that an understanding of, and respect for, how this wealth was created is a key factor in crafting strategies to grow and preserve it.
Step 2: Forming Your Strategy
Using your life goals and personal circumstances as a blueprint, I will create a risk-balanced strategy that maps out a clear path to help achieve your goals. Discernment and knowledge of the cycle of wealth is paramount in addressing an intergenerational clientele.
Step 3: Strategy Implementation
Coupled with Morgan Stanley's global suite of services, I will conduct careful research and analysis to help ensure that you make calculated and versatile action in all market situations.
Step 4: Ongoing Review
Once your plan is implemented, the work has just begun. I will consult with you regularly to monitor the performance of your strategy to help ensure that you remain on-track towards your goals despite any changes in life or in the market.
Planning for Your Legacy
Estate Planning
Position your family for a comfortable future. I am devoted to helping you and your family facilitate the process of growing, preserving and transferring your wealth. Often the hardest part is starting the conversation and I will be a helpful guide through the entire process.
Estate Planning
Philanthropic Planning
Don't limit your ability to contribute to multiple charities and organizations. With a well constructed plan you can help many causes that are close to your heart.
Philanthropic Planning
Family Governance & Education
Running a family business, operating a family office or simply investing as a family can be challenging. It is critical to develop a cohesive and thorough framework that helps your family make important financial decisions.
Family Governance & Education
Signature Access
Get connected with carefully vetted professionals who can provide an extensive variety of services to help you contain costs, mitigate risks and enhance your overall enjoyment of life. Learn about Signature Access and its Lifestyle Advisory by clicking below.
Signature AccessPARTNERING WITH MORGAN STANLEY
Working with one the biggest wealth management firms has its perks. Morgan Stanley strives to ensure it serves clients on its technology platforms that are resilient, safe and efficient. You will have access to some of the world's most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Morgan Stanley Online (MSO)
• Mobile Banking: Take advantage of
mobile check deposits, paying bills
online and sending money through Zelle,
the fast and safe service to send
and receive money.
• Financial News: Gain access to up-to-
date news stories, current market data,
research, company profiles and quotes.
Morgan Stanley Onlinemobile check deposits, paying bills
online and sending money through Zelle,
the fast and safe service to send
and receive money.
• Financial News: Gain access to up-to-
date news stories, current market data,
research, company profiles and quotes.
Online Security Center
Our dedicated team of cybersecurity experts is drawn from former senior professionals at government security agencies and the technology industry.
In the unlikely event that cyber activity breaches our security measures, we will reimburse you for the losses on your Morgan Stanley accounts that are a result of unauthorized access to our systems through no fault of your own.
Online Security CenterIn the unlikely event that cyber activity breaches our security measures, we will reimburse you for the losses on your Morgan Stanley accounts that are a result of unauthorized access to our systems through no fault of your own.
Total Wealth View
Total Wealth View allows your advisor to view the full extent of your financial situation. This avoids redundancy in investments that may lead to over exposure or capital inefficiency.
Total Wealth View
Aladdin
Aladdin, our new Portfolio Risk Platform, allows your advisor to view your risk and returns across all of your portfolios. Aladdin empowers clients with better analysis of specific risk drivers and models based on simulated markets and scenarios.
Portfolio Risk Platform (Aladdin)Client Service Team
Kimberly Auler - Client Service Associate
Phone:
(210) 366-6664(210) 366-6664
Email:Kimberly.Auler@morganstanley.com
Phone: (210) 366-6664
Email me
Kimberly Auler is a Client Service Associate at Morgan Stanley. She brings a wealth of experience, knowledge and application to this very important role. Kimberly has a reputation for courtesy, quality, and efficiency in ensuring tasks are completed in an accurate and timely manner.
Email me
Kimberly Auler is a Client Service Associate at Morgan Stanley. She brings a wealth of experience, knowledge and application to this very important role. Kimberly has a reputation for courtesy, quality, and efficiency in ensuring tasks are completed in an accurate and timely manner.
Location
7600 Broadway
Ste 100
San Antonio, TX 78209
US
Direct:
(210) 366-6619(210) 366-6619
Toll-Free:
(800) 733-3041(800) 733-3041
Fax:
(210) 735-1150(210) 735-1150
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact Steven G Mitchell today.
1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
7Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
7Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
