Brian Stephenson
Co-Founder at Holos Integrated Wealth
- Role
- Managing Partner at Holos Integrated Wealth
- Location
- Wayne, PA, US
- LinkedIn followers
- 500 followers
About Brian Stephenson
After advising high net worth individuals at Wells Fargo Advisors and Morgan Stanley Smith Barney for 20 years, I founded Holos Integrated Wealth, a full service boutique financial services firm. We work extensively with successful individuals, business owners and corporate executives. As Co-Founder, I oversee all aspects of our clients\' financial lives including trusts & estates, investment asset allocation and financial and tax planning. While we have the breadth and full resources of a large financial institution, unlike typical Wall Street firms, we align ourselves with our clients and do not have conflicts of interest. Feel free to email me at b••••••••@holosiw.com or call me at 48••••••01 to set up a 15 minute introductory call. Securities offered through Arkadios Capital. Member FINRA/SIPC. Advisory services through Arkadios Wealth. Black Stone Partners and Arkadios are not affiliated through any ownership.
Experience
Managing Partner
Jan 2016 — Present · DE, US
Holos Integrated Wealth is a full service boutique financial services firm. As Co-Founder, I oversee all aspects of our clients\' financial lives including trusts & estates, investment asset allocation, financial and tax planning.
Education
University of New Orleans
BS, Finance
1994 — 1997
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.