John Stein

John Stein has been an investment professional since 1981 and has acquired security licenses 7, 24, 51, 63, and 65. He is also licensed as a Texas insurance agent in Accident, Life, Health and HMO lines. John holds the required licenses through Kestra Financial and has the necessary state registrations to conduct investment wealth management and advisory business for private clients. John founded Prosperitas Financial LLC (headquartered in Dallas, TX) in April 2011 after leaving Frost Wealth Advisors, where he was Senior Vice President and COO.

John has been an investment professional since 1981, holding multiple supervisory licenses and is a Certified Retirement Counselor by the International Foundation for Retirement Education. He founded Prosperitas Financial in Dallas, TX, in 2011, where he holds dual roles as president and CEO.

John holds a business administration degree in banking and finance from the University of North Texas. He has been a personal financial advisor involved in development and implementing current effective investment strategies. His vision and goals in investment management are to enhance client wealth within his own organizational objectives and most of his clients’ financial and retirement plans.

John holds a business administration degree in banking and finance from the University of North Texas. He has been a personal financial advisor involved in development and implementing current effective investment strategies. His vision and goals in investment management are to enhance client wealth within his own organizational objectives and most of his clients’ financial and retirement plans. John has been a personal financial advisor for more than 40 years with specific knowledge of investments and retirement income distribution planning. He also has extensive experience in real estate development.

Sports over 60 years John was a competitive shooter averaging some 20,000 clay targets a year. He enjoys hunting and still loves shooting shotguns on a competitive basis. John also enjoys scuba diving and snow skiing. He attributes his proficiency in managing financial markets to the concentration, perseverance, risk management, and focus developed through his interest and enjoyment in competitive shooting. John also has a passion for horseback riding, aviation, and ranching. He can be frequently seen with a headset, shotgun, or scuba gear and sometimes horseback riding alongside his hunting dogs.

John has enjoyed a wonderful 50 years marriage to his wife Deborah. He is the proud father of a most remarkable son who has attained his MD degree from The University of Texas Health Science Center in San Antonio, TX. John’s son practices medicine in Dallas, TX where he is involved in transplanting kidneys and livers at Baylor University Medical Center, a hospital highly regarded for its liver transplant program, which enables Deborah and John to spend more time with their son and grandson in Dallas.

John has been married to his wife Deborah for 50 years. He is the father of one son who has attained his MD degree from The University of Texas Health Science Center in San Antonio, TX. His son practices medicine at Baylor University Medical Center in Dallas, TX, where he is involved in transplanting kidneys and livers at Baylor University Medical Center, which allows them to spend time with them regularly.

John’s dedication to his values and the values of his clients shows why he has been a successful financial advisor for over 40 years, consistently aligning his practices with both his own values and those of his clients.