Stephanie C. Gibson
Private Wealth | Executives & Entrepreneurs | Family Offices | Multigenerational Families
- Role
- Principal at Bernstein Private Wealth Management
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
Experience
Principal
Bernstein Private Wealth Management
May 2004 — Present
As a Principal and Financial Advisor with Bernstein, I have a global clientele who seek expertise in multi-generational planning, philanthropy and investment design. Supported by the vast resources of Bernstein, I provide counsel to clients and their professional advisors on a variety of matters, including tax and estate planning, multigenerational asset allocation, individual and corporate retirement planning, and the sale of closely held businesses. Developing trusted relationships is at the core of what I do. By understanding each clients goals, objectives and their relationship with their money, I create and execute customized investment strategies that make their money meaningful. Feel free to email me at S••••••••@Bernstein.com or call 81••••••07 to learn more. Bernstein Private Wealth Management is a unit of AllianceBernstein LP Sanford C. Bernstein & Co, LLC is a member of FINRA and is a subsidiary of AllianceBernstein L.P.Series 7, 66 and 31 licenses.
Skills
- Retirement Planning
- Estate Tax Planning
- Trusts
- Portfolio Management
- Asset Allocation
- Investment Strategies
- Alternative Investments
- Private Equity
- Wealth Management
- Investment Management
- Estate Planning
- Asset Managment
- Series 7
- Wealth Management Services
- Strategic Planning
- Asset Management
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