SVP, Senior Wealth Strategist @ (January 2010 - January 2011)
Partner, Planning and Fiduciary Advisor @ Solamere Advisors (January 2009 - January 2010)
Partner, Planning and Fiduciary Advisor @ Solamere Advisors
Director of Financial Planning @ Stanford Family Office (January 2007 - January 2009)
Director of Financial Planning @ Stanford Family Office
SVP, Wealth Strategist and Relationship Manager @ Wachovia Wealth Management (January 2000 - January 2007)
SVP, Wealth Strategist and Relationship Manager @ Wachovia Wealth Management
Senior Tax Associate @
Senior Tax Associate @ (January 1999 - January 2000)
Stephen Barber Education
University of San Diego School of Law
LLM (Tax)
1997-1998
Wake Forest University School of Law
JD (Law)
1991-1994
University of South Carolina
BA (English)
1987-1991
Stephen Barber Skills
Leadership
Estate Planning
Strategic Financial Planning
Business Planning
Investments
Research
Financial Planners
Private Banking
Legal Research
Customer Service
Investment Advisory
Asset Allocation
Strategic Planning
Strategy
Wealth
Wealth Management
Succession Planning
Strategic Financial
Stephen Barber Summary
Stephen Barber, based in Phoenix, AZ, US, is currently a West Region Sales Leader at Northern Trust. Stephen Barber brings experience from previous roles at Northern Trust and Northern Trust Corporation. Stephen Barber holds a 1997 - 1998 LLM in Tax @ University of San Diego School of Law. With a robust skill set that includes Leadership, Estate Planning, Strategic Financial Planning, Business Planning, Investments and more. Stephen Barber has 3 emails and 1 mobile phone numbers on RocketReach.
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