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Stephen Fletcher Location
Richmond, VA, US
Stephen Fletcher Work
Principal and Lead Planner @ (May 2023 - Present)
Lead Advisor @ (December 2021 - May 2023)
Senior Wealth Advisor @ (August 2016 - December 2021)
Financial Analyst @ AJ Wealth (June 2014 - August 2016)
Wealth, Brokerage and Retirement Summer Intern @ (June 2013 - August 2013)
Wealth Sales and Services Summer Intern @ (June 2012 - August 2012)
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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