About Stephen Pletcher
Drawing on 28+ years of industry experience, Stephen advises clients and ultra-high net worth families on the management, preservation, and transfer of wealth, helping clients coordinate with estate planning practitioners.
Stephen began his career on the fixed-income trading desk helping institutional clients manage their fixed income portfolios. In 1998, he transitioned into the private client group at Paine Webber which later became UBS. He moved to his current role at Morgan Stanley in 2009.
Stephen graduated from the University of Alabama with a Marketing/Advertising degree. Stephen is a fifth generation Texan and currently lives in Dallas with his wife and 3 sons. He is a member of the Salesmanship Club of Dallas, a deacon at Park Cities Presbyterian Church and enjoys spending time with his family, playing golf, and traveling.
Securities Agent: CO, AL, SC, NC, MS, CA, TN, OR, MO, TX, OK, AZ, FL, NV, GA, NY, MI, VA, NM, IL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1274454