Stephen Barrett Email & Phone Number
Partner, Wealth Advisor @ WA Asset Management, LLC
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Stephen Barrett Location
- Chicago, IL, US
Stephen Barrett Work
- Partner, Wealth Advisor @ (January 2024 - Present)
- Owner and Senior Vice President of Private Client Group @ StrategIQ Financial Group, LLC (May 1997 - January 2024)
Stephen Barrett Education
- The American College of Financial Services
CAP Designation (Philanthropy)
2019-2020 - University of Chicago Booth School of Business Executive Education 2018-2018
- Purdue University
Financial Planning and Counseling (Fianancial Planning)
1988-1992 - Central Catholic
- College for Financial Planning
- The American College of Financial Services
Stephen Barrett Skills
- Retirement Planning
- Strategic Financial Planning
- Wealth Management
- Portfolio Management
- Estate Planning
- Investments
- Charitable Gift Planning
- Charitable Trusts
- Charitable Remainder Trusts
- Donor Advised Funds
- Trust Services
- Tax Strategies
- Tax Advisory
- Tax Planning
- Wealth Transfer
- Multi-generational wealth transfer
- Intergenerational Wealth Transfer
- Wealth Preservation Planning
- Family Wealth Management
Stephen Barrett Summary
- Stephen Barrett, based in Chicago, IL, US, is currently a Partner, Wealth Advisor at Waverly Advisors, LLC. Stephen Barrett brings experience from previous roles at StrategIQ Financial Group, LLC. Stephen Barrett holds a 2019 - 2020 CAP Designation in Philanthropy @ The American College of Financial Services. With a robust skill set that includes Retirement Planning, Strategic Financial Planning, Wealth Management, Portfolio Management, Estate Planning and more. Stephen Barrett has 2 emails and 4 mobile phone numbers on RocketReach.
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