Gregory Stephens

Gregory Stephens Email and Phone Number

Managing Director at Phoenix Asset Advisors, LLC @ Eudaimonia Group
nashville, tennessee, united states
Gregory Stephens's Location
Snellville, Georgia, United States, United States
Gregory Stephens's Contact Details

Gregory Stephens personal email

Gregory Stephens phone numbers

About Gregory Stephens

Investment advisory services are offered through Eudaimonia Partners, LLC an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Phoenix Asset Advisors, LLC. is a dba used when offering securities and/or advisory services. Securities are offered, through M.S. Howells & Co., a registered broker/dealer and Member FINRA/SIPC. M.S. Howells & Co. is not affiliated with Eudaimonia Partners, LLC or Phoenix Asset Advisors, LLC. None of the entities listed provides legal or tax advice. This site is published for residents of the United States only. Registered Representatives of named entities may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at Compliance@mshowells.com Check the background of the investment professional on https://brokercheck.finra.org/

Gregory Stephens's Current Company Details
Eudaimonia Group

Eudaimonia Group

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Managing Director at Phoenix Asset Advisors, LLC
nashville, tennessee, united states
Website:
eudaimoniaria.com
Employees:
5
Gregory Stephens Work Experience Details
  • Phoenix Asset Advisors, Llc
    Managing Director
    Phoenix Asset Advisors, Llc Oct 2019 - Present
    Snellville, Georgia, United States
  • Eudaimonia Group
    Registered Investment Advisor
    Eudaimonia Group Sep 2016 - Present
    Snellville, Georgia, United States
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  • Stephens Investments & Wealth Management Solutions, Llc
    President/Owner
    Stephens Investments & Wealth Management Solutions, Llc Dec 2010 - Present
    Snellville, Georgia, United States
  • Wells Fargo Advisors Finet
    Financial Advisor
    Wells Fargo Advisors Finet Dec 2010 - Sep 2016
    Snellville, Georgia, United States
    View
  • Morgan Stanley Smith Barney
    Second Vice President /Financial Advisor
    Morgan Stanley Smith Barney Oct 2005 - Dec 2010
    Cleveland/Akron, Ohio Area
    Provide comprehensive wealth management solutions to high net worth individuals and small businesses, including investment planning, investment management, liabilities management, wealth preservation and wealth transfer strategies, liquidity management, trust planning services offered through affiliates, management of concentrated asset positions, personal and business lending services offered through affiliates, retirement plans, & executive financial services.
    View
  • Mcdonald Investments, Inc
    Financial Advisor
    Mcdonald Investments, Inc Mar 1998 - Oct 2005
    Provide comprehensive wealth management solutions and investment strategies to high net worth individuals and small businesses.
    View
  • Bank One
    Branch Manager
    Bank One Mar 1993 - Mar 1998
    Managed a retail bank branch and provided consumer and business banking solutions to clients.
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  • Fleet Bank
    Branch Manager
    Fleet Bank Nov 1986 - Nov 1992
    Managed a retail bank branch and provided personal and consumer banking solutions to clients.
    View
  • Casual Male
    Manager
    Casual Male Jan 1985 - Nov 1986
    Managed retail sales and operations of a large men's clothing store.
    View

Gregory Stephens Skills

401k Rollovers Wealth Management Services Municipal Bonds Investment Advisory Asset Allocation Investment Strategies Wealth Management Retirement Planning Life And Health Insurance Licenses

Gregory Stephens Education Details

Frequently Asked Questions about Gregory Stephens

What company does Gregory Stephens work for?

Gregory Stephens works for Eudaimonia Group

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

Gregory Stephens's current role is Managing Director at Phoenix Asset Advisors, LLC.

What is Gregory Stephens's email address?

Gregory Stephens's email address is un****@****hoo.com

What is Gregory Stephens's direct phone number?

Gregory Stephens's direct phone number is +121652*****

What schools did Gregory Stephens attend?

Gregory Stephens attended State University Of New York College At Fredonia.

What are some of Gregory Stephens's interests?

Gregory Stephens has interest in Entrepreneurship, Mentoring, Economic Development, Golfing, Promoting Financial Literacy.

What skills is Gregory Stephens known for?

Gregory Stephens has skills like 401k Rollovers, Wealth Management Services, Municipal Bonds, Investment Advisory, Asset Allocation, Investment Strategies, Wealth Management, Retirement Planning, Life And Health Insurance Licenses.

Who are Gregory Stephens's colleagues?

Gregory Stephens's colleagues are Deb Bradford, Tonya Smith, Tonya Smith, John Currier Goodson, Deborah Bradford.

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