President And Founder
Laurel Wealth Solutions
AeroLeads people directory · profile
Stephen Caruso, J.D. Email & Phone Number
President and Founder
at
Laurel Wealth Solutions
2 work emails found
@belpointe.com
1 phone found area 917
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
President and Founder
Location
Kissimmee, Florida, United States
Who is Stephen Caruso, J.D.? Overview
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Quick answer
Stephen Caruso, J.D. is listed as President and Founder at Laurel Wealth Solutions, based in Kissimmee, Florida, United States. AeroLeads shows a work email signal at belpointe.com, phone signal with area code 917, and a matched LinkedIn profile for Stephen Caruso, J.D..
Stephen Caruso, J.D. previously worked as Senior Wealth Advisor at Belpointe Asset Management Llc and President/Founder at Laurel Wealth Solutions. Stephen Caruso, J.D. holds Juris Doctorate, Law from Concord Law School.
Company email context
Email format at Laurel Wealth Solutions
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*@belpointe.com
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AeroLeads found 2 current-domain work email signals for Stephen Caruso, J.D.. Compare company email patterns before reaching out.
Profile bio
About Stephen Caruso, J.D.
I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.Areas of Focus:Retirement Income StrategiesInvestmentsRetirement Planning StrategiesEstate Planning StrategiesTax Planning StrategiesInsurance
Listed skills include Financial Services, Investments, Retirement Planning, Financial Planning, and 6 others.
Current workplace
Stephen Caruso, J.D.'s current company
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10 roles
Stephen Caruso, J.D. work experience
A career timeline built from the work history available for this profile.
Senior Wealth Advisor
CurrentWealth Management, Legacy Planning and Estate Planning Services
May 2016 - Present
President/Founder
Current
Laurel Wealth Solutions
Specializing in Retirement Distribution and Estate Planning StrategiesAuthor of Amazon Best Selling Book Cookie Cut This! Retirement Distribution Strategies for the Non Conformist
May 2016 - Present
Financial Advisor, Vice President
Circle of Sucess 2012, 2013, 2014, 2015Million Dollar Round Table 2012, 2013, 2014, 2015, 2016RiverSource Premier Advisor 2012, 2013, 2014, 2015, 2016Northeast Region Elite Advisor 2012, 2013, 2014, 2015, 2016
Feb 2012 - May 2016
Personal Financial Representative
2009 Top New Advisor in Financial Production2010 Top Producer in NY State in Financial Production2010 and 2011 Chairman's Inner Circle Winner2010 and 2011 Million Dollar Round Table, Court of Table2009,2010,2011 Prudential Chairman's Club
Jul 2009 - Feb 2012
Senior Financial Advisor
Pointe Capital
Portfolio management and estate planning services to a high net worth clientele. Manage client assets, interface with client accountants and estate attorneys. Perform asset allocation review on new asset being brought in, and prepare monthly newsletter on market trends.
Sep 2008 - Jul 2009
Senior Vice President Investment Officer
Brokerage services, investment management and banking services to new and existing high net worth clientele. Established and maintained strong relationships with investment and insurance clients to continually drive revenue growth.Key Accomplishments:Member of 2007 Premier Advisor Circle (minimum $750,000 production)Peak performer award 2006 and 2007 given.
Feb 2005 - Sep 2008
Financial Executive
Built a solid record of achievement and advancement through increasingly responsible financial investment positions.Financial Executive Lead team in investment product sales and delivery of customer relationshipmanagement techniques. Collaborate with clients to assess individual financial situations and develop strategic financial planning solutions..
Sep 1999 - Feb 2005
Life Agent
Mass Mutual
Obtained life and health insurance license. Develop marketing strategies for estate and business succession planning insurance. Created proposals exhibiting extensive detail in internal revenue code and estate tax law. Developed solid estate and tax code knowledge base.
May 1999 - Sep 1999
Fa Intern
ProspectorLead generation and pre qualification for a team of senior advisors.
Jan 1998 - May 1999
6 education records
Stephen Caruso, J.D. education
Juris Doctorate, Law
Concord Law School
Bs, Accounting And Finance
Tulane University - A.B. Freeman School Of Business
Education record
Blessed Sacrement
Education record
Blessed Sacrement
Education record
Blessed Sacrement
Education record
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FAQ
Frequently asked questions about Stephen Caruso, J.D.
Quick answers generated from the profile data available on this page.
What company does Stephen Caruso, J.D. work for?
Stephen Caruso, J.D. works for Laurel Wealth Solutions.
What is Stephen Caruso, J.D.'s role at Laurel Wealth Solutions?
Stephen Caruso, J.D. is listed as President and Founder at Laurel Wealth Solutions.
What is Stephen Caruso, J.D.'s email address?
AeroLeads has found 2 work email signals at @belpointe.com for Stephen Caruso, J.D. at Laurel Wealth Solutions.
What is Stephen Caruso, J.D.'s phone number?
AeroLeads has found 1 phone signal(s) with area code 917 for Stephen Caruso, J.D. at Laurel Wealth Solutions.
Where is Stephen Caruso, J.D. based?
Stephen Caruso, J.D. is based in Kissimmee, Florida, United States while working with Laurel Wealth Solutions.
What companies has Stephen Caruso, J.D. worked for?
Stephen Caruso, J.D. has worked for Laurel Wealth Solutions, Belpointe Asset Management Llc, Ameriprise Financial Services, Inc., Allstate Financial Services, and Pointe Capital.
How can I contact Stephen Caruso, J.D.?
You can use AeroLeads to view verified contact signals for Stephen Caruso, J.D. at Laurel Wealth Solutions, including work email, phone, and LinkedIn data when available.
What schools did Stephen Caruso, J.D. attend?
Stephen Caruso, J.D. holds Juris Doctorate, Law from Concord Law School.
What skills is Stephen Caruso, J.D. known for?
Stephen Caruso, J.D. is listed with skills including Financial Services, Investments, Retirement Planning, Financial Planning, Securities, Finance, Portfolio Management, and Insurance.
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