Stephen is a Founding Partner and Financial Advisor affiliated with Stratos Wealth Partners in the Lexington, SC area. Stephen has more than 26 years of experience in the investment industry. In 1996 Stephen joined First Union Brokerage services in Charlotte, NC. In 1999, he opened Lexington’s third Edward Jones office. In March of 2000 he joined BB&T Investment services and was a seven time Sterling Award Winner and one of the top Advisors for BB&T Investments. His recent change in affiliation to Stratos Wealth Partners, powered by LPL Financial marks a meaningful move to an independent model for Stephen and his current clientele.
As a founding partner with Stratos Wealth Partners, he has joined a team of outstanding financial professionals to open the first Stratos office in Lexington, South Carolina. He assists individuals with wealth accumulation, retirement income planning and distribution, saving for educating their loved ones, and generational wealth transfers. He is committed to providing his clients and this community with the best service and personal financial guidance.
Stephen holds his Bachelor of Science degree in Business Management from Clemson University. He currently holds his FINRA Series, 7, 63 and 66 registrations through LPL Financial as well as his Life Insurance, Health Insurance licenses. He resides in Lexington with his wife Tricia and their four children.