Stephen Kilpatrick's Location
Alpharetta, GA, US
Stephen Kilpatrick's Work
- CEO @ Kilpatrick Advisors, Inc.
- First Vice President - Investments @ Baird
- First Vice President - Investments @ Prudential Securities
- Certified Public Accountant @ Thomson Brock Luger & Co. CPAs
- Staff Accountant Tax and Audit @ Catarineau & Givens, P.A.
- Accounting Intern @ Glickstein Laval Carris, P.A., CPAs
Stephen Kilpatrick's Education
- Stetson University
BBA (Accounting)
1987 - 1992
Stephen Kilpatrick's Skills
- Retirement Planning
- Financial Planning
- Estate Planning
- 401k
- Asset Management
- Wealth Management
- Financial Analysis
- Investments
- Risk Management
- Strategic Financial Planning
Stephen Kilpatrick's Summary
Stephen Kilpatrick, based in Alpharetta, GA, US, is currently a CEO at Kilpatrick Advisors, bringing experience from previous roles at Baird, Prudential Securities, Thomson Brock Luger & Co. CPAs and Catarineau & Givens, P.A.. Stephen Kilpatrick holds a 1987 - 1992 BBA in Accounting @ Stetson University. With a robust skill set that includes Retirement Planning, Financial Planning, Estate Planning, 401k, Asset Management and more, Stephen Kilpatrick contributes valuable insights to the industry. Stephen Kilpatrick has 2 emails on RocketReach.
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