Roy Stephens Email & Phone Number

Investment Manager and Certified Financial Planner @ CrossCurrent WealthManagement, LLC

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Roy Stephens Location

Little Rock, AR, US

Roy Stephens Work

2011 - now Investment Manager and Certified Financial Planner @ CrossCurrent WealthManagement, LLC
2013 - now Senior Business Broker @ Sunbelt Business Brokers
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2012 - now Master Tax Advisor and Enrolled Agent @ H&R Block
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2009 - 2010 Vice President - Financial Advisor @ Metropolitan Capital Management
2007 - 2009 President @ Rock Haven Properties, LLC
1999 - 2007 Financial Advisor @ Merrill Lynch
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1990 - 1995 Associate @ Goldman Sachs

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Roy Stephens Education

Princeton University
B.S.E.
1986 - 1990
Searcy High School
1983 - 1986

Roy Stephens Skills

Business Sale
Investments
Retirement Planning

Strategic Financial Planning
Investment Advisory
Portfolio Management
Tax Preparation
Fixed Income
Alternative Investments
Private Equity

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Roy Stephens Summary

Roy Stephens, based in Little Rock, AR, US, is currently a Investment Manager and Certified Financial Planner at CrossCurrent WealthManagement, LLC. Roy Stephens brings experience from previous roles at Sunbelt Business Brokers, H&R Block, Metropolitan Capital Management and Rock Haven Properties, LLC. Roy Stephens holds a 1986 - 1990 B.S.E. @ Princeton University. With a robust skill set that includes Business Sale, Investments, Retirement Planning, Strategic Financial Planning, Investment Advisory and more. Roy Stephens has 1 emails and 2 mobile phone numbers on RocketReach.

Roy Stephens Emails

Found 1 emails

@sunbeltnetwork.com

Roy Stephens Phone Numbers

Found 6 phone numbers

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