Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc®
AeroLeads people directory · profile

Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc® Email & Phone Number

Managing Director, Financial Advisor at Vero Wealth Management
Location: Greensboro, North Carolina, United States 6 work roles 2 schools
1 work email found @truist.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email a****@truist.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Vero Wealth Management
Role
Managing Director, Financial Advisor
Location
Greensboro, North Carolina, United States
Company size
14027 employees

Who is Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc®? Overview

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

Quick answer

Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc® is listed as Managing Director, Financial Advisor at Vero Wealth Management, a company with 14027 employees, based in Greensboro, North Carolina, United States. AeroLeads shows a work email signal at truist.com and a matched LinkedIn profile for Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc®.

Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc® previously worked as Managing Director, Financial Advisor at Vero Wealth Management Powered By Lpl Financial and Managing Director, Financial Advisor, Truist Investment Services, Inc., Truist Wealth at Truist Wealth. Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc® holds Cima Certification from Yale School Of Management.

Company email context

Email format at Vero Wealth Management

This section adds company-level context without repeating Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc®'s masked contact details.

*@truist.com
68% confidence

AeroLeads found 1 current-domain work email signal for Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc®

I've been in the financial planning, investments and portfolio management business for 29 years. I hold a series 6, 63, 65,7 and 24 registrations. I am a Certified Investment Management Analyst CIMA ® & Certified Financial Planner CFP ®. I also hold the Chartered Retirement Planning Counselor and Accredited Wealth Management Advisor professional designations conferred by College of Financial Planning.

Listed skills include Retirement Planning, Wealth Management, Financial Advisory, Portfolio Management, and 11 others.

Current workplace

Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc®'s current company

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

Vero Wealth Management
Vero Wealth Management
Managing Director, Financial Advisor
Greensboro, NC, US
Website
lpl.com
Employees
14027
AeroLeads page
Company profile
View company profile Email format
6 roles

Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc® work experience

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

Managing Director, Financial Advisor

Current
Vero Wealth Management Powered By Lpl Financial

Greensboro, North Carolina, US

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.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.

Sep 2022 - Present

Managing Director, Financial Advisor, Truist Investment Services, Inc., Truist Wealth

Truist Wealth

Charlotte, North Carolina, US

Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or.

Feb 2021 - Oct 2022

Wealth Advisor

Compass Financial Partners

Greensboro, NC, US

Our firm offers individual financial planning and weatlh managemment.

Apr 2009 - Jul 2016
Team & coworkers

Colleagues at Vero Wealth Management

Other employees you can reach at lpl.com. View company contacts for 14027 employees →

FN Fernando Nuñez-Martinez Fernando Nuñez-Martinez Colleague at Vero Wealth ManagementSan Diego, California, United States, United States View → CS Cm Selvam Cm Selvam Colleague at Vero Wealth ManagementTenkasi, Tamil Nadu, India, India View → WS Whitney Strudwick Whitney Strudwick Colleague at Vero Wealth ManagementCharlotte, North Carolina, United States, United States View → MR Michael Ruggieri Michael Ruggieri Colleague at Vero Wealth ManagementPeoria, Arizona, United States, United States View → AK Aiden Kelley Aiden Kelley Colleague at Vero Wealth ManagementSicklerville, New Jersey, United States, United States View → JF Jake Fink Jake Fink Colleague at Vero Wealth ManagementUnited States, United States View → TM Tom Mitchell, Aams®, Ppc® Tom Mitchell, Aams®, Ppc® Colleague at Vero Wealth ManagementBrandon, Florida, United States, United States View → MC Melissa Chong-Noble Melissa Chong-Noble Colleague at Vero Wealth ManagementSan Diego, California, United States, United States View → AD Arun D. Arun D. Colleague at Vero Wealth ManagementDublin, California, United States, United States View → PD Piper Densmore Mcafee Piper Densmore Mcafee Colleague at Vero Wealth ManagementDublin, Georgia, United States, United States View →
2 education records

Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc® education

Cima Certification

Yale School Of Management

Ba, Communications And Political Science

University Of North Carolina At Greensboro
FAQ

Frequently asked questions about Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc®

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

What company does Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc® work for?

Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc® works for Vero Wealth Management.

What is Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc®'s role at Vero Wealth Management?

Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc® is listed as Managing Director, Financial Advisor at Vero Wealth Management.

What is Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc®'s email address?

AeroLeads has found 1 work email signal at @truist.com for Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc® at Vero Wealth Management.

Where is Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc® based?

Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc® is based in Greensboro, North Carolina, United States while working with Vero Wealth Management.

What companies has Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc® worked for?

Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc® has worked for Vero Wealth Management, Vero Wealth Management Powered By Lpl Financial, Truist Wealth, Bb&T Scott & Stringfellow, and Compass Financial Partners.

Who are Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc®'s colleagues at Vero Wealth Management?

Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc®'s colleagues at Vero Wealth Management include Fernando Nuñez-Martinez, Cm Selvam, Whitney Strudwick, Michael Ruggieri, and Aiden Kelley.

How can I contact Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc®?

You can use AeroLeads to view verified contact signals for Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc® at Vero Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc® attend?

Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc® holds Cima Certification from Yale School Of Management.

What skills is Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc® known for?

Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc® is listed with skills including Retirement Planning, Wealth Management, Financial Advisory, Portfolio Management, Series 7, Investments, Securities, and Financial Services.

Find 750M verified contacts

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