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Stephen Fletcher Location
Richmond, VA, US
Stephen Fletcher Work
2023 -now Principal and Lead Planner @
2021 -2023 Lead Advisor @
2016 -2021 Senior Wealth Advisor @
2014 -2016 Financial Analyst @ AJ Wealth
2013 -2013 Wealth, Brokerage and Retirement Summer Intern @
2012 -2012 Wealth Sales and Services Summer Intern @
Stephen Fletcher Education
Campbell University
BBA; Master of Business Administration (Trust and Wealth Management; and minor in Financial Planning)
2009-2014
Stephen Fletcher Skills
Microsoft Excel
PowerPoint
Written & Oral Presentation Skills
Microsoft Word
Microsoft Office
Research
Public Speaking
Facebook
Non-profits
Teaching
Higher Education
Teamwork
Nonprofits
Stephen Fletcher Summary
Stephen Fletcher, based in Richmond, VA, US, is currently a Principal and Lead Planner at EvoAdvisors. Stephen Fletcher brings experience from previous roles at EvoAdvisors, BlueSky Wealth Advisors, AJ Wealth and Wells Fargo. Stephen Fletcher holds a 2009 - 2014 BBA; Master of Business Administration in Trust and Wealth Management; and minor in Financial Planning @ Campbell University. With a robust skill set that includes Microsoft Excel, PowerPoint, Written & Oral Presentation Skills, Microsoft Word, Microsoft Office and more. Stephen Fletcher has 1 emails on RocketReach.
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