michael stevens bio
TRANSCRIPT
Michael J. Stevens President2961 W. Maple Loop Drive #120 Lehi, UT 84043
Phone: 801-210-2800
[email protected] www.CapitalWealth.com
As President of Capital Wealth Advisors, Michael leads a team of outstanding financial professionals who focus on minimizing the impact of taxation and fees on their client’s investments.
From the beginning, Michael has focused his practice on addressing the complexities associated with wealth distribution and wealth preservation for conservative-minded clients. He is dedicated to helping his clients grow and protect their accumulated wealth, thus helping them live more fulfilling lives and plan for more impactful legacies.
Michael J. Stevens is a Registered Representative with Allegis Investment Service, LLC, Member FINRA/SIPC, and an Investment Advisor Representative with Allegis Investment Advisors, LLC, an SEC Registered Investment Advisor, 591 Park Ave, Suite 101, Idaho Falls, Idaho 83402. Allegis is under separate ownership from any other named entity and does not provide accounting, tax or legal advice. 0504SC01
Michael’s Team:Heather Waldron, Executive AssistantChris Toone, Investment AdvisorChris Hedquist, CFP®, CFA®SteVan Gates, CRPC®Derek Bohne, CLU®, ChFC®Derick Harris, MBA, ChFC®, CRPC® Loren Hollingsworth, Case Design CPA and Attorney Partner Alliances
Licenses and Certifications: Securities Registrations: FINRA Series 6, 7, 63, 66 Insurance Licenses: Life, Health, Disability & Annuity
Education and Honors:Utah Valley University – Bachelors of Science in Business4 Time Recipient, President’s Award – Midland National
In The Media: Published in Fortune.com and CNN MoneyFeatured on KSL Radio w/Scott Seeger and Maria Shilaos
Comprehensive Services Provided: Investment ManagementRetirement Transition & Income Strategies Estate Planning & Asset Protection Tax Reduction Strategies Risk ManagementLife and Disability Insurance
Family and Personal: When not working, Michael can be found spending time with his amazing wife and children, usually on an outdoor adventure or traveling. He is passionate about golf, motocross and shooting. Dividing his time between work and family, he takes an active role in his local church congregation. Giving back to the community is very important to Michael. He is an active board member for Junior Achievement of Utah, a non-profit youth organization that prepares students to innovate, take on leadership roles and go after their dreams.
At Capital Wealth Advisors we focus on reducing taxes and investment fees for our clients
AWA-151217-Michael Stevens Bio-v1.06_Edited_Jun20