Steve Ledyard Email & Phone Number
Senior Financial Advisor
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Steve Ledyard Location
- Phoenix, AZ, US
Steve Ledyard Work
- Senior Financial Advisor @ Wells Fargo Advisors Financial Network (April 2023 - Present)
- First Vice President - Investments @ (May 2013 - April 2023)
- Vice President - Wealth Advisor @ (January 1997 - May 2013)
- Assistant Branch Manager @ Olde Financial (January 1994 - January 1997)
- Marketing and Research Assistant @ Kemper Securities (January 1992 - January 1993)
Steve Ledyard Education
- San Marino High School
Activities and societies: Varsity Football - Won CIF Championship (Varsity Golf - MVP)
- The London School of Economics and Political Science (LSE)
- University of Arizona
Activities and societies: Worked all four years of college for Nobel Prize winning Economist in the Economic Science Lab
Steve Ledyard Skills
- 401(k) Planning
- 529 Plans
- Alternative Investments
- Annuities
- Asset Allocation
- Bonds
- Business-Owner Planning
- Business-Succession Planning
- Charitable Gift Funds
- Charitable Gifting Strategies
- Concentrated Stock Management
- Consentrated Stock Positions
- Deferred Compensation Plans
- Education Savings Accounts
- Estate Investment Planning
- Estate Planning Strategies
- Exchange Funds
- Financial Advisory
- Financial Analysis
- Financial Reporting
- Financial Services
- Fixed-Income Strategies
- Hedge Funds
- IRAs
- Insurance
- Investment Planning
- Investment Strategies
- Investments
- Managed Futures
- Microsoft Office, Excel, PowerPoint, etc.
- Multigenerational Wealth Planning
- Mutual Funds
- Private Equity
- Real Estate Investments
- Relationship Management
- Retirement
- Retirement Planning
- Retirement Savings
- Retirement-Plan Consulting
- Risk Management
- Securities
- Stock Analysis
- Strategic Planning
- Syndicate
- Tax–Efficient Strategies
- Wealth-Preservation Planning
- 401 Rollovers
- Business Owner Planning
- Business Succession Planning
- Fixed Income Strategies
- Retirement Plan Consulting
- Taxefficient Strategies
- Wealth Preservation Planning
- 401 Planning
Steve Ledyard Summary
- Steve Ledyard, based in Phoenix, AZ, US, is currently a Senior Financial Advisor at Wells Fargo Advisors Financial Network. Steve Ledyard brings experience from previous roles at Wells Fargo Advisors, Morgan Stanley, Olde Financial and Kemper Securities. Steve Ledyard holds a Activities and societies: Varsity Football - Won CIF Championship in Varsity Golf - MVP @ San Marino High School. With a robust skill set that includes 401(k) Planning, 529 Plans, Alternative Investments, Annuities, Asset Allocation and more. Steve Ledyard has 1 emails and 1 mobile phone numbers on RocketReach.
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