Steve Brunson
Financial Planner | Wealth Management Advisor
Steve grew up as an Air Force brat and eventually settled in Monroe, Louisiana, after his father retired. He completed both high school and pharmacy school in Monroe before relocating to Beaumont, Texas, where he met his wife and raised their son. During this time, Steve developed a strong interest in investing, which led him to begin managing his own investment account after dedicating himself to thorough study and research.
Professionally, Steve managed several pharmacies in the Beaumont area until a new opportunity brought his family to Tyler in 2012. As the pharmacy industry evolved, he began to reflect on his career path.
With some trusted guidance and through personal introspection, Steve decided to gain additional in-depth knowledge to grow from his personal investing and helping friends, family, and co-workers to professional financial advising and financial planning as a Wealth Manager and Financial Planner.
Steve finds great satisfaction in helping people learn more about personal and business finances and guiding them as they navigate their financial course with the same care and commitment he once applied to their health and medication needs.
Education and Licenses:
- B.S. Pharmacy Science – University of Louisiana, Monroe
- FINRA Series 7 & 66 Securities Licenses