Director Of Branch Operations
Current
May 2022 - Present
AeroLeads people directory · profile
Stephen Clagett Email & Phone Number
Director of Branch Operations at Collins Investment Group a Division of XML Financial Group
at
XML Financial Group
1 work email found
@xmlfg.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Director of Branch Operations at Collins Investment Group a Division of XML Financial Group
Location
Washington DC-Baltimore Area, United States, United States
Company size
Who is Stephen Clagett? Overview
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Quick answer
Stephen Clagett is listed as Director of Branch Operations at Collins Investment Group a Division of XML Financial Group at XML Financial Group, a company with 31 employees, based in Washington DC-Baltimore Area, United States, United States. AeroLeads shows a work email signal at xmlfg.com and a matched LinkedIn profile for Stephen Clagett.
Stephen Clagett previously worked as Director Of Branch Operations at Xml Financial Group and Vice President, Branch Manager at Collins Investment Group, A Division Of Xml Financial Group. Stephen Clagett holds Bachelor Of Arts (B.A.), Economics from University Of Maryland College Park.
Company email context
Email format at XML Financial Group
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{first_initial}{last}@xmlfg.com
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AeroLeads found 1 current-domain work email signal for Stephen Clagett. Compare company email patterns before reaching out.
Profile bio
About Stephen Clagett
I joined Collins Investment Group in the Spring of 2007 while attending the University of Maryland. After earning my degree in Economics in 2010, I began working full-time as a Portfolio Administrator.Since joining Collins Investment Group, I passed the Series 7 and Series 66 exam and have held my registrations since 2012 and 2019, respectively. I also passed my Series 9/10 exams and have held those registrations since January of 2017.I have knowledge and experience on both the operational and sales aspects of a wealth management firm but have a primary focus on operations/management. I was named Branch Manager in March of 2019.Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.
Listed skills include Business Strategy.
Current workplace
Stephen Clagett's current company
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Xml Financial Group
5 roles
Stephen Clagett work experience
A career timeline built from the work history available for this profile.
Vice President, Branch Manager
Collins Investment Group, A Division Of Xml Financial Group
Our ultimate goal is the best future for our clients and their family. We believe clients benefit most from a team approach, to address virtually every aspect of their financial life. By applying our individual areas of experience to servicing our clients, we feel a comprehensive picture best reflects a true understanding of their needs. Offering a group.
Sep 2021 - May 2022
Vice President, Branch Manager
Collins Investment Group, Llc
Facilitate effective communication and workflow between the operations and portfolio management teams. Track regulatory/policy changes as they pertain to daily operations and advise on strategic solutions to such changes.Assist in areas of compliance review for branch office.Provide access to lending services through Wells Fargo Advisors Financial Network.
Mar 2019 - Sep 2021
Assistant Vice President
Collins Investment Group, Llc
Feb 2017 - Mar 2019
Portfolio Administrator
Collins Investment Group, Llc
Feb 2007 - Feb 2017
Team & coworkers
Colleagues at XML Financial Group
Other employees you can reach at xmlfg.com. View company contacts for 31 employees →
BJ
Beth J Levine
Colleague at Xml Financial GroupWashington DC-Baltimore Area, United States
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HM
Hannah Myers
Colleague at Xml Financial GroupBethesda, Maryland, United States, United States
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JK
Jason Klopman, Cfp®
Colleague at Xml Financial GroupRockville, Maryland, United States, United States
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CC
Curtis Congdon, Cfp®, Crpc®
Colleague at Xml Financial GroupFalls Church, Virginia, United States, United States
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RA
Robert Abel, Cpa
Colleague at Xml Financial GroupWashington DC-Baltimore Area, United States
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VW
Vidya White
Colleague at Xml Financial GroupWashington, District Of Columbia, United States, United States
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N(
Noorjahan (Noory) Enayat, Cfp®
Colleague at Xml Financial GroupWashington DC-Baltimore Area, United States
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DB
David B. Margulies
Colleague at Xml Financial GroupFalls Church, Virginia, United States, United States
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MA
Mary Abba
Colleague at Xml Financial GroupNew London, Wisconsin, United States, United States
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LO
Lauren O’Brien, Cfp®, Ricp®, Cpa
Colleague at Xml Financial GroupFalls Church, Virginia, United States, United States
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Beth J Levine
Colleague at Xml Financial GroupWashington DC-Baltimore Area, United States
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HM
Hannah Myers
Colleague at Xml Financial GroupBethesda, Maryland, United States, United States
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JK
Jason Klopman, Cfp®
Colleague at Xml Financial GroupRockville, Maryland, United States, United States
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CC
Curtis Congdon, Cfp®, Crpc®
Colleague at Xml Financial GroupFalls Church, Virginia, United States, United States
View →
RA
Robert Abel, Cpa
Colleague at Xml Financial GroupWashington DC-Baltimore Area, United States
View →
VW
Vidya White
Colleague at Xml Financial GroupWashington, District Of Columbia, United States, United States
View →
N(
Noorjahan (Noory) Enayat, Cfp®
Colleague at Xml Financial GroupWashington DC-Baltimore Area, United States
View →
DB
David B. Margulies
Colleague at Xml Financial GroupFalls Church, Virginia, United States, United States
View →
MA
Mary Abba
Colleague at Xml Financial GroupNew London, Wisconsin, United States, United States
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LO
Lauren O’Brien, Cfp®, Ricp®, Cpa
Colleague at Xml Financial GroupFalls Church, Virginia, United States, United States
View →
1 education record
Stephen Clagett education
-
University Of Maryland College Park
FAQ
Frequently asked questions about Stephen Clagett
Quick answers generated from the profile data available on this page.
What company does Stephen Clagett work for?
Stephen Clagett works for XML Financial Group.
What is Stephen Clagett's role at XML Financial Group?
Stephen Clagett is listed as Director of Branch Operations at Collins Investment Group a Division of XML Financial Group at XML Financial Group.
What is Stephen Clagett's email address?
AeroLeads has found 1 work email signal at @xmlfg.com for Stephen Clagett at XML Financial Group.
Where is Stephen Clagett based?
Stephen Clagett is based in Washington DC-Baltimore Area, United States, United States while working with XML Financial Group.
What companies has Stephen Clagett worked for?
Stephen Clagett has worked for Xml Financial Group, Collins Investment Group, A Division Of Xml Financial Group, and Collins Investment Group, Llc.
Who are Stephen Clagett's colleagues at XML Financial Group?
Stephen Clagett's colleagues at XML Financial Group include Beth J Levine, Hannah Myers, Jason Klopman, Cfp®, Curtis Congdon, Cfp®, Crpc®, and Robert Abel, Cpa.
How can I contact Stephen Clagett?
You can use AeroLeads to view verified contact signals for Stephen Clagett at XML Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Stephen Clagett attend?
Stephen Clagett holds Bachelor Of Arts (B.A.), Economics from University Of Maryland College Park.
What skills is Stephen Clagett known for?
Stephen Clagett is listed with skills including Business Strategy.
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