Edward Stephens
Wealth Management Advisor at Raymond James
Based in Greensboro, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Greensboro
Industry
Financial Services
Company size
19K
Contact information
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e•••••••@raymondjames.com
Phone
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Background
About Edward Stephens
After working for Merrill Lynch for over a decade, in 2016 I opened an independent wealth management office offering securities through Raymond James Financial Services® to serve a select group of families. Throughout their lives families are faced with numerous financial decisions. Often, people need unfettered financial advice from someone who will take the time to understand their situation. That is what I do. I help families establish goals and objectives, set and implement solutions, and review over time to help make sure they stay on track… no judgement, no pressure, just sound advice.
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