Paul Stevenson Email & Phone Number
Private Wealth Advisor @ Counsel Trust Company
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Paul Stevenson Location
- Hanover, PA, US
Paul Stevenson Work
- 2009 -now Private Wealth Advisor @
- 2009 -now Principal Owner - Wealth Advisor @
- 2008 -2009 Vice President - Relationship Manager New Busines Development @
- 2000 -2008 Vice President - Senior Financial Advisor @ Sterling Financial Trust Company
- 1992 -2000 Vice President - Manager of Personal Trust and Wealth Services @ Bank of Hanover and Trust Company
- 1983 -1992 Trust Officer @
Paul Stevenson Education
- Cannon Financial Institute
Graduate (Wealth Management New Business Development)
1998-1999 - College for Financial Planning
CFP (Financial Planning)
1994-1997 - Penn State University
MBA (Economics and Finance)
1988-1990 - Bucknell University
Graduate (Central Atlantic School of Trust)
1984-1986 - PennWest Clarion
BS (Double Majors in Economics and Finance)
1978-1982
Paul Stevenson Skills
- Estate Planning
- Wealth Management
- Asset Allocation
- Investment Advisory
- Financial Planning
- Retirement Planning
- Asset Management
- Investments
- Financial Planners
- Investment Management
- Wealth Management Services
- Portfolio Management
- Financial Services
- Management
- Investment Strategies
- Retirement
- Banking
- Marketing Strategy
- Finance
Paul Stevenson Summary
- Paul Stevenson, based in Hanover, PA, US, is currently a Private Wealth Advisor at Counsel Trust Company. Paul Stevenson brings experience from previous roles at Counsel Trust Group, PNC, Sterling Financial Trust Company and Bank of Hanover and Trust Company. Paul Stevenson holds a 1998 - 1999 Graduate in Wealth Management New Business Development @ Cannon Financial Institute. With a robust skill set that includes Estate Planning, Wealth Management, Asset Allocation, Investment Advisory, Financial Planning and more. Paul Stevenson has 2 emails and 2 mobile phone numbers on RocketReach.
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