Stephen Cross, President and Founder of Cross Financial Strategies, LLC, has over eight years of experience in the financial services industry while living in Dallas, Texas. He most recently worked as a Senior Financial Advisor at Merrill Lynch Global Wealth Management. Prior to joining Merrill Lynch, Stephen spent ten years in the packaged foods industry in a variety of sales and management positions with Nestlé USA, Minute Maid Foods, a division of Coca-Cola, and Del Monte Foods.

In 2004, Stephen earned the Chartered Retirement Planning Counselor^SM 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. He is 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 competed at all distances, and is a Boston Marathon qualifier. Some of his other interests include reading, home improvement and staying active.