John Satterfield Email & Phone Number
Partner, CFP® @ Stonebridge Wealth Management
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John Satterfield Location
- Berwyn, PA, US
John Satterfield Work
- Partner, CFP® @ (May 2019 - Present)
- Director - Client Relationships, V.P. - Investment Planning, CFP® @ (January 2012 - May 2019)
- Financial Advisor, Chartered Retirement Planning Counselor and CRPC @ (February 2006 - December 2011)
John Satterfield Education
- Boston University
B.A. (Political Science, Philosophy)
1978-1982 - The Hill School 1976-1978
- Hobart and William Smith Colleges
John Satterfield Skills
- Alternative Investments
- Financial Advisory
- Series 63
- Financial Planners
- Fixed Income
- Bonds
- Insurance
- Portfolio Management
- IRAs
- Investments
- Relationship Management
- Finance
- Series 6
- 401k
- Asset Allocation
- Investment Advisory
- Financial Services
- Asset Managment
- Wealth Management
- Equities
- Mutual Funds
- Life Insurance
- Strategic Financial Planning
- High Net Worth Individuals
- Investment Strategies
- Asset Management
- Financial Analysis
- Private Equity
- Retirement
- Series 7
- Securities
- Hedge Funds
- Investment Management
John Satterfield Summary
- John Satterfield, based in Berwyn, PA, US, is currently a Partner, CFP® at Stonebridge Wealth Management. John Satterfield brings experience from previous roles at Stillwater Capital Advisors and Morgan Stanley Smith Barney. John Satterfield holds a 1978 - 1982 B.A. in Political Science, Philosophy @ Boston University. With a robust skill set that includes Alternative Investments, Financial Advisory, Series 63, Financial Planners, Fixed Income and more. John Satterfield has 2 emails and 1 mobile phone numbers on RocketReach.
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