Alan K. Stout – Client Manager

Alan joined Stavis, Margolis Advisory Services, Inc. in June 2003 as a Financial Planning Analyst.    In that position his contributions included such areas as: wealth management and preservation; financial plan design and production; expatriate services; and tax minimization strategies.  Since moving to his current role of Client Manager, his focus is on client interaction; coordinating the implementation of financial plans, investment proposals, and various client requests; and serving as the point of contact for a wide variety of client needs and servicing issues.  He is a registered representative of FSC Securities Corporation.  Member FINRA/SIPC.

A graduate of Rice University with a degree in Economics, Alan brings to the firm over 16 years of experience in the Financial Services industry.  He spent a number of years developing his Operational skills with companies such as Bank One Arizona, N.A., and TIB, The Independent Bankersbank.  Changing his focus to financial planning and investment management, he served as a Financial Advisor with UBS PaineWebber, CUNA Mutual, and H&R Block Financial Advisors.  He is an active member of his church, and is devoted to the upbringing of his five children.