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Steven Rutledge Email & Phone Number
Executive Director of Insurance Operations
at
Balefire Wealth
1 work email found
@navitaswa.com
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Executive Director of Insurance Operations
Location
Ridgeland, Mississippi, United States
Who is Steven Rutledge? Overview
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Quick answer
Steven Rutledge is listed as Executive Director of Insurance Operations at Balefire Wealth, based in Ridgeland, Mississippi, United States. AeroLeads shows a work email signal at navitaswa.com and a matched LinkedIn profile for Steven Rutledge.
Steven Rutledge previously worked as Managing Partner, Insurance Services at Navitas Wealth Advisors and Chief Operating Officer at Navitas Wealth Advisors. Steven Rutledge holds Bachelor Of Science from Mississippi State University.
Company email context
Email format at Balefire Wealth
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{first_initial}{last}@navitaswa.com
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AeroLeads found 1 current-domain work email signal for Steven Rutledge. Compare company email patterns before reaching out.
Profile bio
About Steven Rutledge
My name is Steven Rutledge and my life and career have been built around establishing and maintaining long-lasting relationships. Originally, I joined Hester Advisory Group, the predecessor to Navitas Wealth Advisors, Inc. in 1994 after working in a relationship-based role for a car dealership. After a couple of years working at the firm, my career path shifted, and I ventured out with a partner to create an environmentally savvy startup business to impact ecosystem sustainability for local farmers in my community. This experience was invaluable, and it forced my partner and I to develop proactive planning and decision-making skills, along with detail-oriented quality control. After five years of launching and running the startup business, I decided to return to my roots and partner up with George Hester at Navitas Wealth Advisors. Here, I am an active participant in understanding problems that our clients are looking to solve, and I play a critical role in implementing solutions during the Planning phase and Management phases of Navitas engagements. Combining a career of long-term relationship building, with a unique attention to detail, it is my duty to ensure that all of the key information and key people are in alignment with decisions to move in a forward direction. Not only do I work with our internal team and strategic advisors to operate efficiently, but I also help our clients to achieve better family and financial outcomes. Outside of the office, my family is a very important part of my life. I married my high school sweetheart and we have been married for over 25 years. We have three dynamic sons and a beautiful daughter, all who are active in sports, school and extra-curricular activities. My kids and I enjoy outdoor activities and my wife is an avid runner. As a family, you will often find us at a college football game (Hail State!), trying new restaurants, going to the movies, or traveling.
Listed skills include Strategic Planning, Life Insurance, Succession Planning, Estate Planning, and 1 others.
Current workplace
Steven Rutledge's current company
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4 roles
Steven Rutledge work experience
A career timeline built from the work history available for this profile.
Managing Partner, Insurance Services
Current
Navitas Wealth Advisors
Jan 2018 - Present
Chief Operating Officer
Navitas Wealth Advisors
In my current role as Chief Operating Officer of Navitas Wealth Advisors, I manage relationships – both inside and outside of the Navitas office. Not only do I have the opportunity to oversee our internal team to make sure nothing gets ‘stuck’ but I am also our key relationships manager, both with clients and with external strategic partners. My primary.
Jan 2000 - May 2018
Owner
CurrentOur firm, Navitas Wealth Advisors, is proud to be an Owner-Firm of Lion Street, Inc., a leading national financial services company owned by “fiercely independent financial advisors.” Based in Austin, Texas, Lion Street is comprised of an elite network of firms who specialize in financial solutions for high-net-worth individuals, family offices, business.
Dec 2014 - Present
2 education records
Steven Rutledge education
Bachelor Of Science
Mississippi State University
Associate Of Arts - Aa
Holmes Community College
FAQ
Frequently asked questions about Steven Rutledge
Quick answers generated from the profile data available on this page.
What company does Steven Rutledge work for?
Steven Rutledge works for Balefire Wealth.
What is Steven Rutledge's role at Balefire Wealth?
Steven Rutledge is listed as Executive Director of Insurance Operations at Balefire Wealth.
What is Steven Rutledge's email address?
AeroLeads has found 1 work email signal at @navitaswa.com for Steven Rutledge at Balefire Wealth.
Where is Steven Rutledge based?
Steven Rutledge is based in Ridgeland, Mississippi, United States while working with Balefire Wealth.
What companies has Steven Rutledge worked for?
Steven Rutledge has worked for Balefire Wealth, Navitas Wealth Advisors, and Lion Street.
How can I contact Steven Rutledge?
You can use AeroLeads to view verified contact signals for Steven Rutledge at Balefire Wealth, including work email, phone, and LinkedIn data when available.
What schools did Steven Rutledge attend?
Steven Rutledge holds Bachelor Of Science from Mississippi State University.
What skills is Steven Rutledge known for?
Steven Rutledge is listed with skills including Strategic Planning, Life Insurance, Succession Planning, Estate Planning, and Business Development.
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