Stephen J. Cross


Stephen Cross is President and LPL Registered Principal of Cross Financial Strategies, LLC.

Mr. Cross has over eleven years of experience in the financial services industry. Prior to starting Cross Financial Strategies, LLC, he worked as a Senior Financial Advisor at Merrill Lynch Global Wealth Management. And prior to joining Merrill Lynch, Stephen spent ten years in the packaged foods industry in a variety of sales and management positions with Nestl� USA, Minute Maid Foods, a division of Coca-Cola, and Del Monte Foods.

In 2004, Stephen earned the Chartered Retirement Planning CounselorSM designation offered through the College for Financial Planning. He also earned the Certified Financial Manager designation offered by Merrill Lynch.

Stephen graduated from the University of South Carolina with a B.S., Finance degree in 1987. He was born in Orange, CA, raised in South Carolina and has been a resident of Dallas, TX for the past eleven years. Stephen and his wife, Alison, are expecting their first child in June, 2011. He�s also a 4x Ironman triathlon finisher, including a 2x Ironman Hawaii World Championship finisher, and has competed in the sport of triathlon for several years. He enjoys running, has run all distances, and is a Boston Marathon qualifier. Some of his other interests include reading, home improvement and staying active.

Stephen also host�s the Financial Roundtable radio show which can be heard on KEOM 88.5 FM in Mesquite, TX.