Brian Stephenson Email & Phone Number

Managing Partner @ Holos Integrated Wealth

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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 @ Wells Fargo Advisors
1996 - 2009 Second Vice President @ Morgan Stanley

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

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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. Brian Stephenson has 1 mobile phone numbers on RocketReach.

Brian Stephenson Phone Numbers

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