Matt Stephens
Financial Advisor at Advicepoint, Llc
Based in United States
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Seniority
Staff
Department
Finance & Accounting
Location
United States
Industry
Financial Services
Company size
1
Contact information
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m•••••••@advicepoint.com
Phone
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Background
About Matt Stephens
Matt Stephens is financial advisor at AdvicePoint, LLC, a financial services firm based in Wilmington, North Carolina, that specializes in retirement planning, tax-reduction strategies, and charitable planning. Matt spends his days guiding clients as they make the leap from career to retirement. He loves simplifying complex financial issues and giving unbiased answers in plain English. His team goes beyond just professional investment management with their client-focused and high-touch approach, building plans as unique as each client. Matt obtained degrees in both Business Administration and Communication Studies from UNC-Wilmington, holds the Series 66 Investment Advisor, Chartered Retirement Planning CounselorSM, CERTIFIED FINANCIAL PLANNER™, and Behavioral Financial Advisor™ certifications, and was a 2019 recipient of the Wealth Management Thrive Award. Outside of work, Matt enjoys spending time with his wife, Brooke, and their two young children. They are members of Christ Community Church in Wilmington, NC and his favorite pastime is surfing. To learn more about Matt and AdvicePoint, LLC please visit https://advicepoint.com/-Matt Stephens offers Advisory Services through Strategic Blueprint, LLC, a registered investment advisor. AdvicePoint is otherwise unaffiliated with Strategic Blueprint.
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