Tyler Downing, CFP®
Tyler is a Raymond James Financial Advisor at Southwestern Investment Group in Frisco, TX. His mission as an advisor is to provide an excellent client experience and help his clients achieve their financial and investment goals by providing sound, conservative, confidential and comprehensive financial planning. He understands that every client’s situation is unique and that by working with an independent firm, he and his team are able to put their client’s needs first. He specializes in professional money management, retirement income planning and tax planning strategies to help clients accumulate and preserve their wealth.
Tyler is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds his series 7, 63 & 66 licenses as well. He attained his certification in December of 2013 after completing the Zahn education partnered program through the University of Dallas and attending the live review taught by Ken Zahn himself! Before joining Southwestern Investment Group, he spent three years working in various investment advisor and retirement planning roles with Fidelity Investments.
Tyler grew up on the Gulf Coast, in Corpus Christi, TX. He attended Texas State University in San Marcos, TX and graduated with a bachelor’s degree in business administration with a concentration in finance. In his spare time, Tyler enjoys spending time with his family and friends, golfing, hunting and fishing.
Tyler Nace, CFP®
Tyler Nace has enjoyed helping people make wise decisions in the financial services industry since 2003. He provides clients with sound investment strategies to build wealth through comprehensive financial planning. Tyler works closely with clients in order to thoroughly understand their goals, objectives, and underlying financial positions. In doing so, he is able to lead his clients through the phases of wealth, from accumulation to preservation to distribution.
Tyler is a Raymond James Financial Advisor at Southwestern Investment Group, Inc. Southwestern Investment Group, Inc. is a fully-owned subsidiary of The Southwestern Company, one of the oldest and largest privately held companies in Nashville, Tennessee. In fact, The Southwestern Company was incorporated in Nashville in 1868.
Through Raymond James Financial Services, Inc., Tyler provides investment and financial planning. One extremely important aspect of our firm is that we are an independent firm. By being completely independent, our allegiance is with the client and not with any particular product as we have no proprietary funds or products.
In July of 2011, Tyler passed the CFP examination. He was an online student of the Zahn education curriculum at the Tallahassee Community College and also attended the Zahn live review. Shortly after passing the CFP Examination, he began teaching the Zahn CFP curriculum at the University of Dallas.
Tyler graduated from the University of North Carolina - Chapel Hill with a degree in business administration and finance. Tyler enjoys volunteering his time teaching Dave Ramsey's Financial Peace University at his local church, as well as spending time with his family. He is an avid runner and enjoys cooking without a recipe.
Brandon Truitt, CFP®
Brandon has worked at Fidelity Investments for over ten years in a variety of leadership and individual producer roles, most of which have focused on high net worth investors. Currently he manages about 15 Guidance Associates with Fidelity's High Net Worth Workplace Guidance Team. The team address a myriad of investment issues specializing in various employee benefit plans like, DC plans, DB plans, company stock and option plans, and employer insurance programs as well as all of Fidelity's personal investing products, accounts, and services.
Brandon passed his CFP on the first attempt and attributes 100% of his success on the exam to the preparation provided Ken Zahn's curriculum. Brandon is currently working towards a Master's of Science in Financial Planning to go along with his Bachelor of Arts in English and Philosophy from Texas A&M University in College Station, Texas. Brandon attended high school at McNeil High School in Round Rock, Texas, where he played football, soccer, and tennis and was both a National AP Scholar and a National Merit Scholar.
In his spare time Brandon likes to read, write, play tennis, and work on home improvement projects.
Stephen Stetz, CFP®
Steve was born in Kansas and also lived in Oklahoma before moving to Texas in 1992. He began at Fidelity in April of 2011. After advancing through various roles, he joined the Portfolio Advisory Services team as an assigned relationship manager in August of 2014. On a daily basis, he engages in discussions around service, investment planning, retirement planning, estate and tax planning, trusts, and charitable giving to ensure loyalty and satisfaction. Throughout his tenure at Fidelity, he has been consistently recognized for his performance and leadership. He has also served as a mentor to newer representatives where he helped his peers succeed in their role and increase their knowledge of the financial markets. Steve became a CERTIFIED FINANCIAL PLANNER™ in July 2014, along with his certification he also holds the FINRA 7, 63, Texas Life & Health, and Texas P&C licenses. He received a B.B.A. in Management in 2005 from Texas Tech University. After working for 3 years, he went back to attend graduate school in August of 2008 where he received a joint degree consisting of a MBA and a Masters of Science in Personal Financial Planning graduating in December 2010. Steve is a member of the Dallas Financial Planning Association and has attended FPA annual conferences in Anaheim, CA and Denver, CO. He and his wife Allison just celebrated their 7th wedding anniversary and they have a son named Mason with another baby boy due in January of 2015. Outside of work, Steve enjoys spending time with his family, being outdoors, and watching sports.
If you would like to speak to a program advisor, please contact Jennifer Howard by e-mail or call (972) 721-5299.