About Gelasia Steed

Gelasia Steed graduated from Tulane University in 1998 with a business degree in Finance and Economics. She started her career at an urban and airport planning company in New Orleans. Here she put her economics degree to work and became versed in the functions of local government.

In 2002, she decided it was time to pursue her career in financial advisory services. She started as an independent registered representative with a small broker dealer. As she learned more about the financial planning field and completed her CFP® certification, she decided to switch from being commission-based to fee-based because it felt more suitable for how she wanted to grow her business and better serve her clients.

In January 2008, she opened her own registered investment advisory firm, and is thrilled with the direction it has allowed her business to grow. Gelasia has passed the series 7 and 66, has a life & health insurance license as well as a CFP® certification.

Gelasia is a featured contributor to

Financial Planning Association’s All Things Financial Planning blog

Dallas Morning News Dollar Wise blog

Quizzle Blog

View all of Gelasia’s published articles here.

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