Stephen Napier Email & Phone Number

Wakefield And Boston, Ma

I’m an established financial professional with more than 25 years of financial advisory experience. I have an unwavering commitment to my clients and to their sustainable success. At Baystate, I continue to provide a full spectrum of financial advisory services, including retirement planning, estate conservation, protection planning, and business succession, to an established clientele of professionals, entrepreneurs and multi-generational families.As a client-centric advisor, I always strive to exceed client needs with exceptional focus, in-depth advice and a commitment to holistic solutions that give my clients and their families a lasting voice. I’ve spent my entire professional career in the financial services business and, as a result, have a true understanding of where the industry has been and what the future holds as the industry continues to evolve. I regularly pursue continuing education and new solution training to stay on the cutting edge of the industry.Personal center of influence boasts a network of accomplished leaders and innovators across diverse corporate cultures.I am licensed to sell securities in: CT, FL, ME, MA, NH, NY, NC, RI, VT. I am a registered representative of and offer securities through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory address: One Marina Park Drive, 16th Floor, Boston MA 02210 617-585-4500 CA Insurance License #4094717

Woburn Ma

Practice leader for Wealth Management Division for New England Region. Worked with Firms Property and Casualty Clients providing succession planning and executive benefit solutions.