Brian Stephenson Email & Phone Number
Managing Partner
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Brian Stephenson Location
- Kennett Square, PA, US
Brian Stephenson Work
- 2016 -now Managing Partner @ Holos Integrated Wealth
- 2009 -2016 Associate Vice President @
- 1996 -2009 Second Vice President @
Brian Stephenson Education
- University of New Orleans
BS (Finance)
1994-1997
Brian Stephenson Skills
- Retirement
- Retirement Planning
- Mutual Funds
- Asset Allocation
- 401k
- Investment Strategies
- Investments
- Alternative Investments
- Securities
- Life Insurance
- Small Business
- Financial Advisory
- Portfolio Management
- Strategic Planning
- Financial Analysis
Brian Stephenson Summary
- Brian Stephenson, based in Kennett Square, PA, US, is currently a Managing Partner at Holos Integrated Wealth. Brian Stephenson brings experience from previous roles at Wells Fargo Advisors, LLC and Morgan Stanley Smith Barney. Brian Stephenson holds a 1994 - 1997 BS in Finance @ University of New Orleans. With a robust skill set that includes Retirement, Retirement Planning, Mutual Funds, Asset Allocation, 401k and more.
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