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Stephen Valentino, Cfp®, Mba Email & Phone Number

Associate Wealth Manager at Marshall+Sterling Wealth Advisors
Location: Poughkeepsie, New York, United States 5 work roles 2 schools
1 work email found @ms-wealth.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email s****@ms-wealth.com
LinkedIn Profile matched
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Current company
Marshall+Sterling Wealth Advisors
Role
Associate Wealth Manager
Location
Poughkeepsie, New York, United States
Company size
9 employees

Who is Stephen Valentino, Cfp®, Mba? Overview

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Quick answer

Stephen Valentino, Cfp®, Mba is listed as Associate Wealth Manager at Marshall+Sterling Wealth Advisors, a company with 9 employees, based in Poughkeepsie, New York, United States. AeroLeads shows a work email signal at ms-wealth.com and a matched LinkedIn profile for Stephen Valentino, Cfp®, Mba.

Stephen Valentino, Cfp®, Mba previously worked as Associate Wealth Manager at Marshall+Sterling and Investment Associate at Marshall & Sterling Wealth Advisors, Inc.. Stephen Valentino, Cfp®, Mba holds Master Of Business Administration (M.B.A.), Public Accountancy, 3.83 from State University Of New York At New Paltz.

Company email context

Email format at Marshall+Sterling Wealth Advisors

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*@ms-wealth.com
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AeroLeads found 1 current-domain work email signal for Stephen Valentino, Cfp®, Mba. Compare company email patterns before reaching out.

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Profile bio

About Stephen Valentino, Cfp®, Mba

Stephen Valentino, Cfp®, Mba is a Associate Wealth Manager at Marshall+Sterling Wealth Advisors.

Current workplace

Stephen Valentino, Cfp®, Mba's current company

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Marshall+Sterling Wealth Advisors
Marshall+Sterling Wealth Advisors
Associate Wealth Manager
Poughkeepsie, NY, US
Website
ms-wealth.com
Employees
9
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Company profile
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5 roles

Stephen Valentino, Cfp®, Mba work experience

A career timeline built from the work history available for this profile.

Investment Associate

Current
Marshall & Sterling Wealth Advisors, Inc.

Poughkeepsie, New York, United States

Series 7 - General Securities Representative ExaminationSeries 66 - Uniform Combined State Law ExaminationInsurance Agent for Life, Accident, and Health and Variable Life/Variable AnnuitiesInsurance Broker for Life, Accident, and Health and Variable Life/Variable Annuities

Sep 2020 - Present

Relationship Manager

Marshall & Sterling Wealth Advisors, Inc.

Series 7 held with LPL Financial, and Series 66 held with LPL Financial and Marshall & Sterling Wealth AdvisorsSecurities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Marshall & Sterling Wealth Advisors, a registered investment.

Dec 2017 - Nov 2018
Team & coworkers

Colleagues at Marshall+Sterling Wealth Advisors

Other employees you can reach at ms-wealth.com. View company contacts for 9 employees →

MA Michael A. Ryan, Cfp® Michael A. Ryan, Cfp® Colleague at Marshall+Sterling Wealth Advisors Kingston, New York, United States, United States View → MD Matthew Dehond, Fpqp Matthew Dehond, Fpqp Colleague at Marshall+Sterling Wealth Advisors Hopewell Junction, New York, United States, United States View → KP Kelsey Ponesse, Cpa Kelsey Ponesse, Cpa Colleague at Marshall+Sterling Wealth Advisors New York City Metropolitan Area, United States View → DL Dean Lysenko, Cpfa, Aif® Dean Lysenko, Cpfa, Aif® Colleague at Marshall+Sterling Wealth Advisors Poughkeepsie, New York, United States, United States View →
2 education records

Stephen Valentino, Cfp®, Mba education

FAQ

Frequently asked questions about Stephen Valentino, Cfp®, Mba

Quick answers generated from the profile data available on this page.

What company does Stephen Valentino, Cfp®, Mba work for?

Stephen Valentino, Cfp®, Mba works for Marshall+Sterling Wealth Advisors.

What is Stephen Valentino, Cfp®, Mba's role at Marshall+Sterling Wealth Advisors?

Stephen Valentino, Cfp®, Mba is listed as Associate Wealth Manager at Marshall+Sterling Wealth Advisors.

What is Stephen Valentino, Cfp®, Mba's email address?

AeroLeads has found 1 work email signal at @ms-wealth.com for Stephen Valentino, Cfp®, Mba at Marshall+Sterling Wealth Advisors.

Where is Stephen Valentino, Cfp®, Mba based?

Stephen Valentino, Cfp®, Mba is based in Poughkeepsie, New York, United States while working with Marshall+Sterling Wealth Advisors.

What companies has Stephen Valentino, Cfp®, Mba worked for?

Stephen Valentino, Cfp®, Mba has worked for Marshall+Sterling Wealth Advisors, Marshall+Sterling, and Marshall & Sterling Wealth Advisors, Inc..

Who are Stephen Valentino, Cfp®, Mba's colleagues at Marshall+Sterling Wealth Advisors?

Stephen Valentino, Cfp®, Mba's colleagues at Marshall+Sterling Wealth Advisors include Michael A. Ryan, Cfp®, Matthew Dehond, Fpqp, Kelsey Ponesse, Cpa, and Dean Lysenko, Cpfa, Aif®.

How can I contact Stephen Valentino, Cfp®, Mba?

You can use AeroLeads to view verified contact signals for Stephen Valentino, Cfp®, Mba at Marshall+Sterling Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Stephen Valentino, Cfp®, Mba attend?

Stephen Valentino, Cfp®, Mba holds Master Of Business Administration (M.B.A.), Public Accountancy, 3.83 from State University Of New York At New Paltz.

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