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Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc® Email & Phone Number
Managing Director, Financial Advisor
at
Vero Wealth Management
1 work email found
@truist.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director, Financial Advisor
Location
Greensboro, North Carolina, United States
Company size
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 with 3 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
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*@truist.com
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AeroLeads found 1 current-domain work email signal for Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc®. Compare company email patterns before reaching out.
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
7 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
Managing Director, Financial Advisor
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 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 any resident of any other state.Security registrations held through LPL Financial.
Managing Director, Financial Advisor, Truist Investment Services, Inc., Truist Wealth
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 recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit: https://www.truist.com/wealth/tis-disclosure
Feb 2021 - Oct 2022
Financial Advisor
Jul 2016 - Feb 2021
Wealth Advisor
Our firm offers individual financial planning and weatlh managemment.
Apr 2009 - Jul 2016
Wealth Advisor
Dec 1993 - Mar 2009
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.
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.
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