Stephen M. S.
AeroLeads people directory · profile

Stephen M. S. Email & Phone Number

Wealth Advisor at Jacobi Wealth Advisors
Location: Greater Philadelphia, United States, United States 7 work roles 2 schools
1 work email found @fsaexperience.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@fsaexperience.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Jacobi Wealth Advisors
Role
Wealth Advisor
Location
Greater Philadelphia, United States, United States
Company size
8 employees

Who is Stephen M. S.? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Stephen M. S. is listed as Wealth Advisor at Jacobi Wealth Advisors, a company with 8 employees, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at fsaexperience.com and a matched LinkedIn profile for Stephen M. S..

Stephen M. S. previously worked as Financial Planner, Financial Services Representative at Creative Financial Group and Financial Advisor; Financial Services Representative at Independent Wealth Strategies , An Office Of Metlife And Part Of The Metlife Premier Client Group. Stephen M. S. holds Juris Doctorate (Jd), Law from American University, Washington College Of Law.

Company email context

Email format at Jacobi Wealth Advisors

This section adds company-level context without repeating Stephen M. S.'s masked contact details.

*@fsaexperience.com
68% confidence

AeroLeads found 1 current-domain work email signal for Stephen M. S.. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Stephen M. S.

I started my career as a Trial Attorney who litigated in the areas of estate planning and business succession, I saw the results of some unprofessional planning. This led me to realize how I could help people with their life events in my next career . In 2001, I became a Financial Advisor focusing on planning. Since then I have learned I can help people answer the following questions:► Do you know when is the right time for you and your spouse to begin to collect Social Security?► Are you prepared for retirement?► Have you funded the cost of your children's college?► How will you pass your business to the next generation?I help clients address questions like these to make sure they are prepared for life's events. If you cannot answer the questions above, it's time to sit down and learn how I can help you or your company plan for today, tomorrow and the future. Contact me directly at 484-318-7534www.jacobiewealth.comSpecialties: Individual Financial Advisory Services; ► Financial Planning & Wealth Accumulation► Insurance Planning (Life, Disability, Long Term Care)► College Planning► Personalized Managed Accounts/Investments► Baby Boomer, Retirement & Estate Conservations Strategies Business Financial Advisory Services:► Employee Benefits► Qualified and Non Qualified Retirement Plans► Deferred Compensation► Business Succession & Exit Planning Strategies

Listed skills include Retirement Planning, Strategic Financial Planning, Retirement, Investments, and 8 others.

Current workplace

Stephen M. S.'s current company

Company context helps verify the profile and gives searchers a useful next step.

Jacobi Wealth Advisors
Jacobi Wealth Advisors
Wealth Advisor
berwyn, pennsylvania, united states
Website
jacobiwealth.com
Employees
8
AeroLeads page
Company profile
View company profile Email format
7 roles · 28 years

Stephen M. S. work experience

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

Wealth Advisor

Current
Jacobi Wealth Advisors

Berwyn, Pennsylvania, United States

  • At Jacobi Wealth Advisors we are advisors who guide professionals, business owners and families towards financial security by recommending strategies to help them pursue their financial goals. We provide employee.
  • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
  • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from.
Sep 2022 - Present

Financial Planner, Financial Services Representative

Creative Financial Group

610 W. Germantown Pike Suite 200 Plymouth Meeting, PA 19462

Jul 2016 - Sep 2022

Financial Advisor; Financial Services Representative

Independent Wealth Strategies , An Office Of Metlife And Part Of The Metlife Premier Client Group

Independent Wealth Strategies, Part Of The Metlife Premier Client Group

Oct 2012 - Jun 2016

Financial Advisor / Wealth Management / Retirement Planning / Insurance Agent / Investments

Financial Security Analysts, Llc

Greater Philadelphia Area

In 2005 I became a Principal at Financial Secuirty Analysts, LLC where we advised and guided professionals, business owners and families towards financial security by recommending the best solutions to help them reach their financial goals. We provided employee benefit programs, retirement and Insurance planning and investment and wealth management.Our.

Jan 2005 - Oct 2012

Financial Advisor / Investments / Retirement Planning / Wealth Management / Insurance Agent

Financial Security Analysts

Greater Philadelphia Area

In 2002 I joined Financial Secuirty Analysts as a Senior Associate where we advised and guided professionals, business owners and families towards financial security by recommending the best solutions to help them reach their financial goals. We provided employee benefit programs, retirement and Insurance planning and investment and wealth management.Our.

Dec 2002 - Jan 2005

Financial Advisor / Financial Planning / Retirement Planning / Insurance Agent / Employee Benefits

Mutual Of New York

Greater Philadelphia Area

2001 - 2002 ~1 yr

Attorney

Zevnick, Horton

Attorney

1998 - 2001 ~3 yrs
Team & coworkers

Colleagues at Jacobi Wealth Advisors

Other employees you can reach at jacobiwealth.com. View company contacts for 8 employees →

MB Michael Bree Michael Bree Colleague at Jacobi Wealth AdvisorsWilmington, Delaware, United States, United States View → JH Jackie Herrin Jackie Herrin Colleague at Jacobi Wealth AdvisorsBerwyn, Pennsylvania, United States, United States View → JJ Jason J. Maile, Cfp® Jason J. Maile, Cfp® Colleague at Jacobi Wealth AdvisorsBerwyn, Pennsylvania, United States, United States View → MD Michael D. Lovecchio, Cfp®, Cpfa® Michael D. Lovecchio, Cfp®, Cpfa® Colleague at Jacobi Wealth AdvisorsBerwyn, Pennsylvania, United States, United States View → FH Frank Haas Frank Haas Colleague at Jacobi Wealth AdvisorsPhoenixville, Pennsylvania, United States, United States View → KA Kyle A. Bain, Ricp® Kyle A. Bain, Ricp® Colleague at Jacobi Wealth AdvisorsGreater Philadelphia, United States View →
2 education records

Stephen M. S. education

FAQ

Frequently asked questions about Stephen M. S.

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

What company does Stephen M. S. work for?

Stephen M. S. works for Jacobi Wealth Advisors.

What is Stephen M. S.'s role at Jacobi Wealth Advisors?

Stephen M. S. is listed as Wealth Advisor at Jacobi Wealth Advisors.

What is Stephen M. S.'s email address?

AeroLeads has found 1 work email signal at @fsaexperience.com for Stephen M. S. at Jacobi Wealth Advisors.

Where is Stephen M. S. based?

Stephen M. S. is based in Greater Philadelphia, United States, United States while working with Jacobi Wealth Advisors.

What companies has Stephen M. S. worked for?

Stephen M. S. has worked for Jacobi Wealth Advisors, Creative Financial Group, Independent Wealth Strategies , An Office Of Metlife And Part Of The Metlife Premier Client Group, Financial Security Analysts, Llc, and Financial Security Analysts.

Who are Stephen M. S.'s colleagues at Jacobi Wealth Advisors?

Stephen M. S.'s colleagues at Jacobi Wealth Advisors include Michael Bree, Jackie Herrin, Jason J. Maile, Cfp®, Michael D. Lovecchio, Cfp®, Cpfa®, and Frank Haas.

How can I contact Stephen M. S.?

You can use AeroLeads to view verified contact signals for Stephen M. S. at Jacobi Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Stephen M. S. attend?

Stephen M. S. holds Juris Doctorate (Jd), Law from American University, Washington College Of Law.

What skills is Stephen M. S. known for?

Stephen M. S. is listed with skills including Retirement Planning, Strategic Financial Planning, Retirement, Investments, Long Term Care, Disability Insurance, Wealth Management, and Investment Strategies.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.