Managing Partner, RWM
Financial Advisor, RJFS
Helping individuals, families and business owners pursue their goals is Stephen’s highest priority. A passionate student of the financial markets and a Certified Financial Planner™ professional, he is adept at explaining the nuances of wealth management to clients in a way that’s easily understood.
“I have the opportunity to make a quantifiable difference in someone’s life, which I find very rewarding,” Stephen says. “As a team, we want clients to not only gain a better understanding of the markets, but also to become more aware of cognitive biases that can lead to poor investment decisions.”
Stephen serves on the Investment Committee and is a Portfolio Management Director for the team’s Rules-Based Investment Discipline model portfolios. As one of its architects, his role includes everything from analyzing prevailing market conditions to making changes to various model portfolio allocations.
In 2021, he helped establish Reveille Wealth Management and affiliated with Raymond James. Before that, Stephen served as a Portfolio Management Director for the Reveille Group at Morgan Stanley for seven years, helping to oversee the team’s investment strategies. His background also includes roles at Merrill Lynch and Banc of America Investment Services. After earning a B.S. in Management from Georgia Tech, he became an advisor in 2006. He felt the combination of building investment portfolios and working with people was a perfect fit for him.
Stephen believes in paying it forward. He and his wife, Courtney, started an athletic scholarship in 2018 to benefit a member of the Georgia Tech football team. Born and raised in Atlanta, Stephen lives in Peachtree City, Georgia. He and his wife have three children, Ben, Evie and Ella. In his free time, Stephen enjoys playing golf, traveling and going to sporting events, especially Georgia Tech games.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.