Brian Stephenson
Managing Partner @Holos Integrated Wealth
Signup · Get unlimited contacts
WORK HISTORY
Managing Partner @Holos Integrated Wealth
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
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.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.