Steven Gillespie, Aif®, Cfp® Email & Phone Number

Steven has extensive industry knowledge and broad experience to benefit his clients. He believes tailored financial guidance should be accessible to everyone, no matter their stage of life, and is passionate about helping others make informed financial decisions. He partners with them along their journey and thoughtfully listens to their financial aspirations so, together, they can map out a strategy with supporting actions to help them pursue their life goals.---CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Delta Community Retirement & Investment Services, and may also be employees of Delta Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Delta Community Credit Union or Delta Community Retirement & Investment Services. Securities and insurance offered through LPL or its affiliates are:• Not Insured by NCUA or Any Other Government Agency• Not Credit Union Guaranteed• Not Credit Union Deposits or Obligations• May Lose ValueThird 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 LPL Financial registered representatives associated with this website 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.

Listed skills include Securities, Investments, Leadership, Insurance, and 14 others.

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  Clayton State University

  Cum Laude