Stephen J. Cross, AIF®

Contact Info

Stephen J. Cross, AIF®

Stephen Cross is President of Cross Financial Strategies, LLC, a Registered Investment Advisory firm.

He has 20+ years of experience in the financial services industry. Prior to starting Cross Financial Strategies, LLC, he was most recently affiliated with LPL Financial as an independent financial advisor and started his career in financial services in 2000 as a financial advisor with Merrill Lynch Global Wealth Management, in Dallas, TX.

This is a second career for Stephen. After college, he spent 10 years in the packaged food service industry in a variety of sales, marketing and management positions; including Nestle USA, Minute Maid Foods, a division of Coca-Cola, and Del Monte Foods.

Stephen earned the Accredited Investment Fiduciary® (AIF®) designation offered through fi360. You can learn more about this designation here.

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 20+ years.

Stephen and his wife Alison have three young children that keep them very busy. He’s competed in the sport of triathlon, off and on, since the early ’80’s and is a 4x Ironman triathlon finisher, including a 2x Ironman Hawaii World Championship finisher. He also enjoys running and is a Boston Marathon qualifier.

Some of his other interests include reading, home improvement and staying active. He also hosted a radio show, called the Financial Roundtable, which aired on KEOM 88.5 FM in Mesquite, TX.


  • B.S. Finance – University of South Carolina

Professional Certifications

  • Accredited Investment Fiduciary (AIF®)