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Stephen T. Hart

Sr. Wealth Advisor, Director of Financial Planning

Generational Group

United States, Texas, Dallas

About Me

Mr. Hart is an experienced advisor with a focus on identifying and implementing the best possible wealth management solutions. As both a CERTIFIED FINANCIAL PLANNER and Certified Exit Planning Advisor, he specializes in working with business owners and their families. He utilizes a goals-based approach to wealth management that allows the client to fully understand how to maximize their financial future. He began his career in the financial services industry in 2011 with GuideStone Financial Resources. In 2015 he joined the team at Talis Advisors, which became Generational Wealth Advisors, part of the Generational Group, in 2018. He is a member of the DFW chapter of the Financial Planning

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Profile Information

Sr. Wealth Advisor, Director of Financial Planning

Generational Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Dallas

Texas

United States

Jul 5, 2025

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