Stephen Potts
Financial Advisor / Partner at Simmons Investment Advisors
- Role
- Financial Advisor at Simmons Investment Advisors
- Location
- Portland, ME, US
- LinkedIn followers
- 500 followers
About Stephen Potts
With over 25 years of professional experience in private wealth management, I am a…
Experience
Financial Advisor
Oct 2019 — Present · Portland, ME, US
I joined the Simmons Investment Advisors team, reuniting with former colleagues, as a way to provide my clients everything that Hightower Advisors and Fidelity have to offer. Open architecture, fee transparency and exemplary client service are a few of those benefits.
Education
Connecticut College
Bachelor of Arts (B.A.)
1991 — 1995
Hamilton College
European Economics and Spanish Literature
1993 — 1994
Skills
- Client Services
- Wealth Management Services
- Financial Advisory
- Series 7
- Alternative Investments
- Hedge Funds
- Relationship Management
- Private Wealth Management
- Equities
- Finance
- Portfolio Management
- Securities
- Financial Services
- Investments
- Asset Allocation
- Mutual Funds
- High Net Worth Individuals
- Wealth Management
- 529 Plans
- Asset Management
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