Anita Stephens
Managing Partner & Private Wealth Advisor ⚜ Helping Individuals and Families with Personalized and Quantifiable Financial Advice
- Role
- Private Wealth Advisor & Managing Partner at Ameriprise Financial Services, LLC
- Location
- New Orleans, LA, US
- LinkedIn followers
- 500 followers
About Anita Stephens
StellarPath Private Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC | Offices: Florida and Louisiana | Phone: 50••••••89 | Email: j••••••••@ampf.com**What you can expect when you work with us **Our purpose is to help you feel confident, connected, and in control of your financial life.When you work with us, you receive- 1:1 financial advice based on your goals and needs- Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty- Regular meetings to review your goals, progress, and investments- Anytime access to your investments and digital tools to help you stay on track.**Areas of Focus**- Investment Management- Retirement Income Strategies- Tax Planning Strategies- Retirement Plan Distribution- Business Retirement Plans- Cash Flow Management Strategies- Intergenerational Planning- Charitable Giving- Estate Planning Strategies- Insurance- Retirement Planning Strategies- Social Security Retirement Benefits- Executive Compensation and Benefit Strategies- Wealth Preservation Strategies- Saving for Education- Sustainable and Responsible InvestingI also enjoy connecting on a personal level, and my interests include- Traveling- Gardening- Furniture shopping and decorating- Spending time with family and friends- Visiting family during the holidays- Cooking- Eating crawfish- Wine- The Hallmark Channel- The Villages, FL- RVing
Experience
Private Wealth Advisor & Managing Partner
Ameriprise Financial Services, LLC
Jan 2006 — Present · New Orleans, LA, US
StellarPath, a private wealth advisory practice of Ameriprise Financial Services, LLC Our firm delivers personalized financial advice to professionals, business owners, and other high-net-worth individuals — helping them achieve their goals, both for today and tomorrow. Our planning process starts with a frank conversation about key areas, including covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By identifying clear steps that clients can take towards their goals, we help take the uncertainty out of planning for the future. Ergo, as a result of working with us, our clients feel more confident, connected, and in control of their lives.
Education
University of Holy Cross
B.S., Accounting
Tulane University School of Professional Advancement
Professional Certificate, Accounting Fundamentals
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