Lucy Steitz Email & Phone Number

Executive Wealth Manager @ Sage Financial Group

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Lucy Steitz Location

Conshohocken, PA, US

Lucy Steitz Work

2017 - now Executive Wealth Manager @ Sage Financial Group
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2013 - now Senior Wealth Manager @ Sage Financial Group
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2010 - 2013 Vice President, Financial Advisor, CFP® @ Corestates Capital Advisors

1994 - 2009 Relationship Manager, VP, CFP (R) @ Wells Fargo

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Lucy Steitz Education

Lehigh University
BA and MPA
1988 - 1994
The London School of Economics and Political Science (LSE)
Junior Year abroad
1990 - 1991

Lucy Steitz Skills

Investment Advisory Services
Holistic Financial Planning
Insurance

Wealth Management
Retirement Planning
Public Speaking
Investment Management
Financial Planning
Wealth Management Services
Microsoft Excel

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Lucy Steitz Summary

Lucy Steitz, based in Conshohocken, PA, US, is currently a Executive Wealth Manager at Sage Financial Group. Lucy Steitz brings experience from previous roles at Sage Financial Group, Corestates Capital Advisors and Wachovia, A Wells Fargo Company. Lucy Steitz holds a 1988 - 1994 BA and MPA @ Lehigh University. With a robust skill set that includes Investment Advisory Services, Holistic Financial Planning, Insurance, Wealth Management, Retirement Planning and more. Lucy Steitz has 1 emails and 1 mobile phone numbers on RocketReach.

Lucy Steitz Emails

Found 1 emails

@sagefinancial.com

Lucy Steitz Phone Numbers

Found 3 phone numbers

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