Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams®
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Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams® Email & Phone Number

Founder and Managing Partner at Brophy Wealth Management, LLC
Location: Greater Boston, United States 4 work roles 2 schools
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Role
Founder and Managing Partner
Location
Greater Boston, United States
Company size

Who is Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams®? Overview

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Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams® is listed as Founder and Managing Partner at Brophy Wealth Management, LLC, a with 10 employees, based in Greater Boston, United States. AeroLeads shows a matched LinkedIn profile for Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams®.

Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams® previously worked as Founder & Managing Partner at Brophy Wealth Management, Llc and Registered Representative at Aurora Private Wealth, Inc.. Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams® holds Master Of Science - Ms, Financial Planning And Services from College For Financial Planning.

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Brophy Wealth Management, LLC

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About Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams®

Over the last 34 years I have helped people who have been referred to me by friends and family. Our relationship started by working closely together to paint a picture of how they would like their future to look. As a result of this collaboration, we have become partners on the road to achieving their dreams.I draw on my experiences as a tax accountant, an auditor of cities and municipalities, and a manager of corporate finance. I incorporate the knowledge I gained in obtaining my undergraduate degree in Accounting, and my Master of Science in Financial Planning. I have put an emphasis on continuing to learn and master my profession as evidenced by the designations I have studied hard for and earned.My greatest satisfaction comes from knowing that as a result of being a guide, and a confidante, I keep my clients eye on the prize, and witness the joy they experience when they accomplish their goals.Steve concentrates in the areas of: Tax Mitigation Services, Philanthropic Planning, Retirement Planning, Investment Management, Estate and Legacy Planning, Business Needs, Insurance/ Risk Management Strategies, and Education Planning.Steve is a proud husband and father of three. He enjoys his grandchildren enormously. In his free time he enjoys travel, cars and boating. DISCLOSURES* Stephen A. Brophy, in his individual capacity, is a Certified Public Accountant ("CPA") licensed by the State of New Hampshire Board of Accountancy. While Stephen A. Brophy may provide clients with certain financial planning and tax-related advice as part of an advisory engagement with BWM he does not render separate accounting services in his capacity as a CPABrophy Wealth Management, LLC is a Registered Investment Advisor.Certain representatives of Brophy Wealth Management, LLC are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/ SIPC.100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211. Brophy Wealth Management, LLC is independent of APW Capital, Inc.Check the background of this firm on FINRA’s BrokerCheck.Securities are offered to residents of AL, AZ, CA, CT, FL, GA, IA, MA, MD, ME, NC, NH, NM, NY, OH, PA, RI, TN, TX, VA, VT, WI.

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Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams®'s current company

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Brophy Wealth Management, LLC
Brophy Wealth Management, Llc
Founder and Managing Partner
Boston, MA, US
Employees
10
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4 roles

Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams® work experience

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Registered Representative

Lincoln Financial Securities Corp
Jul 2008 - Oct 2012
Team & coworkers

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2 education records

Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams® education

Bachelor Of Business Administration - Bba, Accounting

FAQ

Frequently asked questions about Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams®

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What company does Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams® work for?

Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams® works for Brophy Wealth Management, LLC.

What is Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams®'s role at Brophy Wealth Management, LLC?

Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams® is listed as Founder and Managing Partner at Brophy Wealth Management, LLC.

Where is Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams® based?

Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams® is based in Greater Boston, United States while working with Brophy Wealth Management, LLC.

What companies has Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams® worked for?

Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams® has worked for Brophy Wealth Management, Llc, Aurora Private Wealth, Inc., and Lincoln Financial Securities Corp.

Who are Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams®'s colleagues at Brophy Wealth Management, LLC?

Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams®'s colleagues at Brophy Wealth Management, LLC include Luke Trotochaud, Cfp®, Crpc®, Alysha Brien, James Brophy Cfp®, Crpc®, Clu®, and Sarah M. Nobert.

How can I contact Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams®?

You can use AeroLeads to view verified contact signals for Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams® at Brophy Wealth Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams® attend?

Stephen Brophy, Cfp®, Cpa, Pfs, Msfp, Clu®, Chfc®, Aams® holds Master Of Science - Ms, Financial Planning And Services from College For Financial Planning.

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