Rick Stein
Founding Partner @Meritage Wealth Insurance Advisors
Scottsdale, AZ, US
EMAILS
r••••••••@meritagewia.com
MOBILE NUMBERS
+16•••••••75
Signup · Get unlimited contacts
WORK HISTORY
Oct 2019 — Present
Founding Partner @Meritage Wealth Insurance Advisors
View department →
Scottsdale, AZ
Meritage Wealth Insurance Advisors specializes in complex strategies including wealth transfer, business succession, supplemental retirement income, and long term care planning.
EDUCATION
1995 — 1997
The American College
Chartered Financial Consultant
1980 — 1985
Winona State University
B.S
SKILLS
Life InsuranceInsuranceSellingWealth ManagementDirect SalesRelationship ManagementUnderwritingSalesNew Business DevelopmentFinancial ServicesStrategic PlanningSales ManagementAccount ManagementSalesforce.com
ABOUT RICK STEIN
Meritage Wealth Insurance Advisors specializes in complex insurance planning strategies including wealth transfer, business succession, supplemental retirement income, and long term care planning. Registered Representative of The Leaders Group, Inc. Member FINRA/SIPC.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.