Stephen West
Senior Wealth Advisor at Mercer Advisors
- Role
- Senior Wealth Advisor at Mercer Advisors
- Location
- Fort Collins, CO, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Stephen West
After graduating from the Colorado State University College of Business, Stephen became a…
Experience
Senior Wealth Advisor
Oct 2024 — Present · Fort Collins, CO, US
Skills
- Financial Advisory
- Series 7
- Investments
- Retirement Planning
- Finance
- Portfolio Management
- Securities
- Training
- Asset Allocation
- Mutual Funds
- Iras
- Wealth
- Asset Management
- Wealth Management
- 401k
- Retirement
- Strategic Financial Planning
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