Brett Stephens Email & Phone Number
Director - Financial Planning @ Edelman Financial Engines
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Brett Stephens Location
- Knoxville, TN, US
Brett Stephens Work
- 2008 -now Director - Financial Planning @
- 2008 -2008 Senior Vice President - Investments @ The Mutual Fund Store
- 2008 -2008 Senior Vice President - Investments @
- 2006 -2008 Investment Advisor @
- 2004 -2006 Area Sales Manager @ Communication Management, Inc
Brett Stephens Education
- Florida State University
Certificate in Financial Planning
2012-2014 - University of South Carolina-Columbia
Bachelor of Arts (BA)
Brett Stephens Skills
- Retirement Planning
- Financial Planning
- Mutual Funds
- Retirement
- Investment Management
- Wealth Management
- Investment Advisory
- Asset Management
- Asset Allocation
- Investment Strategies
- Portfolio Management
- Financial Advisory
- Securities
- Investments
- ETFs
- Alternative Investments
- Series 7
Brett Stephens Summary
- Brett Stephens, based in Knoxville, TN, US, is currently a Director - Financial Planning at Edelman Financial Engines. Brett Stephens brings experience from previous roles at The Mutual Fund Store, Financial Engines, VALIC and Communication Management, Inc. Brett Stephens holds a 2012 - 2014 Certificate in Financial Planning @ Florida State University. With a robust skill set that includes Retirement Planning, Financial Planning, Mutual Funds, Retirement, Investment Management and more. Brett Stephens has 2 emails and 2 mobile phone numbers on RocketReach.
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