Edward Stephens

Edward Stephens Email and Phone Number

Wealth Management Advisor at Raymond James Financial Services
Edward Stephens's Location
Greensboro, North Carolina, United States, United States
Edward Stephens's Contact Details

Edward Stephens work email

Edward Stephens personal email

n/a
About Edward Stephens

After working for Merrill Lynch for over a decade, in 2016 I opened an independent wealth management office offering securities through Raymond James Financial Services® to serve a select group of families.Throughout their lives families are faced with numerous financial decisions. Often, people need unfettered financial advice from someone who will take the time to understand their situation. That is what I do. I help families establish goals and objectives, set and implement solutions, and review over time to help make sure they stay on track… no judgement, no pressure, just sound advice.

Edward Stephens's Current Company Details

Wealth Management Advisor at Raymond James Financial Services
Edward Stephens Work Experience Details
  • Stephens Wealth Management
    Wealth Management Advisor
    Stephens Wealth Management Jun 2016 - Nov 2024
    Greensboro/Winston-Salem, North Carolina Area
    Financial planning / InvestmentsRetirement Income PlanningEstate planning and transitionSecurities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Stephens Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
    View
  • Merrill Lynch
    Senior Financial Advisor
    Merrill Lynch Nov 2004 - Jun 2016
    Greensboro/Winston-Salem, North Carolina Area
    Financial Advisor on a team serving high net worth families.
    View

Edward Stephens Skills

Retirement Planning

Edward Stephens Education Details

Frequently Asked Questions about Edward Stephens

What is Edward Stephens's role at the current company?

Edward Stephens's current role is Wealth Management Advisor at Raymond James Financial Services.

What is Edward Stephens's email address?

Edward Stephens's email address is ed****@****mes.com

What schools did Edward Stephens attend?

Edward Stephens attended University Of North Carolina At Greensboro.

What skills is Edward Stephens known for?

Edward Stephens has skills like Retirement Planning.

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