Mark Stephenson

Background

About Mark Stephenson

Mark Stephenson is a 32-year veteran of the financial services industry. He is a Registered Representative and an Investment Adviser Representative and Chartered Retirement Planning Counselor (CRPC™). His experience includes working with Flagship Funds, Merrill Lynch, Morgan Stanley, Commonwealth Financial Network and as a portfolio manager for the Security National Bank Trust Department. Mark’s early career was spent as a signals intelligence analyst and Polish linguist for the US Army, and as an all-source intelligence analyst for a US defense contractor. Mark lives in Springfield, OH with his wife Melissa. He is a graduate of Shawnee High School, Wright State University, and the Defense Language Institute in Monterey, California. Mark is very active in the community, having served on several nonprofit boards and service projects. He is a past president of the Leadership Clark County board and the Springfield University Club. Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Sterling Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm.