Stephen Sexton Email & Phone Number
Managing Director, Financial Advisor @ Vero Wealth Management
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Stephen Sexton Location
- Greensboro, NC, US
Stephen Sexton Work
- 2022 -now Managing Director, Financial Advisor @
- 2021 -2022 Managing Director, Financial Advisor, Truist Investment Services, Inc., Truist Wealth @
- 2016 -2021 Financial Advisor @
- 2009 -2016 Wealth Advisor @
- 1993 -2009 Wealth Advisor @
Stephen Sexton Education
- Yale School of Management
CIMA Certification (CIMA Certification)
2020-2020 - University of North Carolina at Greensboro
BA (Communications and Political Science)
1988-1993
Stephen Sexton Skills
- Wealth Management
- Secutities
- Portfolio Management
- Financial Advisory
- Strategic Financial Planning
- Microsoft Office
- Strategic Financial
- Investments
- Microsoft Excel
- Series 7
- Finance
- Series 65
- Customer Service
- Investment Advisory
- Stock options
- Financial Services
- Retirement Planning
- Securities
- Investment Management
- Series 24
Stephen Sexton Summary
- Stephen Sexton, based in Greensboro, NC, US, is currently a Managing Director, Financial Advisor at Vero Wealth Management. Stephen Sexton brings experience from previous roles at Truist Wealth, BB&T Scott & Stringfellow, Compass Financial Partners and Pilot Financial Advisors. Stephen Sexton holds a 2020 - 2020 CIMA Certification in CIMA Certification @ Yale School of Management. With a robust skill set that includes Wealth Management, Secutities, Portfolio Management, Financial Advisory, Strategic Financial Planning and more. Stephen Sexton has 1 mobile phone numbers on RocketReach.
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