Stephen Tulli

Background

About Stephen Tulli

Wealth Management and Portfolio Management professional for 30 years; providing personalized service and customized advice, specializing in goals-based planning, risk-appropriate portfolios and retirement income strategies. Established an independent practice in Radnor, PA in 2019, after decades with Wells Fargo Advisors, Merrill Lynch and Morgan Stanley. In 2023, added an office in Ocean City, NJ to broaden our delivery and enhance our clients’ experience. I'm honored to serve on the Friends of Ocean City Pops Endowment Committee. Also proud to serve on the Finance/Investment Committee of The Comprehensive Learning Center, a school serving individuals with autism spectrum disorders. Served as President of the Montgomery County Estate Planning Council and also served as Board Chair of West Catholic Preparatory High School. Served as Board Chair of Malvern Retreat House and was a Trustee for The William H. McGarvey Scholarship Fund. Additionally, I volunteered as an Audio-book narrator for "Reading for the Blind and Dyslexic"(now known as Learning Ally). Away from the office, performs Solo Acoustic guitar at Jersey Shore venues and throughout the Tri-County Area and, for 30 years, was part of a local cover band, The Junkyard Band. Also performs voice-over, narration and emcee services for various clients and organizations.Married to Maria Tulli; two children, residing in Ocean City, NJ.• Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘Contact info’ above. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.