Brian Stephenson Email & Phone Number
Managing Partner
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Brian Stephenson Location
- Kennett Square, PA, US
Brian Stephenson Work
- Managing Partner @ Holos Integrated Wealth (January 2016 - Present)
- Associate Vice President @ (May 2009 - January 2016)
- Second Vice President @ (April 1996 - April 2009)
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. Brian Stephenson has 1 mobile phone numbers on RocketReach.
Looking for a different Brian Stephenson?
Find contact details for 700 million professionals.
Others Named Brian Stephenson
Brian Stephenson
CFO at Faeth Therapeutics
California, United States
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co