Seth, who has been in the financial services industry for more than 10 years, joined Stephens in 2012. Seth invests time early on getting to know his clients so he can better understand their financial goals and aspirations. “The most important aspect of my relationships with clients is transparency and open communication,” says Seth. “I am here to help clients develop a strategic plan that evolves with their lives and aligns with the milestones that are important to them.”
Seth began his career as an investment banker with D. A. Davidson & Co., specializing in mergers and acquisitions. In 2006, Seth provided advisory services to executives and owners of closely held businesses at Smith Barney, Inc. in their Corporate Client Group, and its successor, Morgan Stanley.
Seth received a Bachelor of Business Administration and a Bachelor of Arts in French from Mississippi State University in 2001. In addition, he completed the Certificate of International Business from the French graduate school Ecole Supérieure de Commerce. He is also a graduate of Stephens University, a wealth management program offered through Wake Forest.
Seth and his wife, Alice, live in Nashville.