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Steve Spivey Location
South Bend, IN, US
Steve Spivey Work
Financial Advisor @ (May 2025 - Present)
Financial Advisor @ LPL Financial (May 2022 - May 2025)
Financial Advisor @ Everwise Wealth Management located at Everwise Credit Union (August 2011 - May 2022)
Associate Financial Advisor @ (June 2008 - August 2011)
Steve Spivey Education
Bethel College - Company 2002-2006
Steve Spivey Skills
Young Professionals
Curriculum Design
Financial Analysis
Accounting
Networking
Services
Retirement Planning
Teaching
Microsoft Excel
Planning
Steve Spivey Summary
Steve Spivey, based in South Bend, IN, US, is currently a Financial Advisor at Raymond James. Steve Spivey brings experience from previous roles at LPL Financial, Everwise Wealth Management located at Everwise Credit Union and Ameriprise Financial Services, Inc.. Steve Spivey holds a 2002 - 2006 Bethel College - Company. With a robust skill set that includes Young Professionals, Curriculum Design, Financial Analysis, Accounting, Networking and more. Steve Spivey has 2 emails and 3 mobile phone numbers on RocketReach.
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