Stephen Potts
Financial Advisor @Simmons Investment Advisors
Portland, ME, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Oct 2019 — Present
Financial Advisor @Simmons Investment Advisors
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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
1991 — 1995
Connecticut College
Bachelor of Arts (B.A.)
1993 — 1994
Hamilton College
European Economics and Spanish Literature
SKILLS
Client ServicesWealth Management ServicesFinancial AdvisorySeries 7Alternative InvestmentsHedge FundsRelationship ManagementPrivate Wealth ManagementEquitiesFinancePortfolio ManagementSecuritiesFinancial ServicesInvestmentsAsset AllocationMutual FundsHigh Net Worth IndividualsWealth Management529 PlansAsset Management
ABOUT STEPHEN POTTS
With over 25 years of professional experience in private wealth management, I am a…
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