After finishing up his Bachelor’s of Science in Finance from Salisbury University, Stephen moved to Martin County to start his career in Financial Planning. The beautiful weather, word-class sport fishing, and an Associate role at Sanford C. Bernstein were more than enough reasons to relocate more than 1,000 miles. At Bernstein, Stephen worked on a team that managed more than $4 Billion in private client assets. Eventually, Edward D. Jones & Co. asked Stephen to come aboard, and open a new branch office in Martin County. Within a few short months, he will open his office at 10 Central Parkway in Stuart. Stephen and his team partners with local business owners, and fellow Martin County residents, to achieve their long term financial goals.