As an LPL Wealth Advisor, Stephen has over 10 years of experience in the financial services industry. He holds a series 7 and 66 securities registration with LPL Financial along with life insurance and long term care insurance licenses. Focusing on business owners and individuals in all stages of retirement, he specializes in creating financial plans that help manage his clients’ financial goals and needs. He offers independent, objective advice and meets regularly with his clients to review their needs, strategies and investments performance. Stephen proudly provides this valuable service by communicating frequently with his clients and monitoring investment performance making appropriate portfolio adjustments as changes happen in the marketplace.
Stephen attended the University of Southern Mississippi and graduated with a Bachelor of Science in Business Administration. Before he began growing relationships as a financial advisor, Stephen worked as a professional firefighter in Asheville NC, which provided him valuable life lessons. From this experience he learned how to lead in stressful environments. Be sure to ask Stephen about the parallels between firefighting and providing financial advice. Risk Management is at the core of both professions.
