As the son of a Greek immigrant who came to the U.S. with no more than an elementary education and the American dream, I learned to value the meaning of hard work, financial discipline and pursuing dreams. Personally, I am driven by my role as a husband and father. My wife, Kristin, and our daughters, Ella and Aubrey, remind me of the important things in life. When I meet with my clients, I am mindful that they have a family they are motivated by as well. This encourages me to help ensure their finances support their dreams.
My father instilled in me at an early age the importance of working hard and investing my earnings. I witnessed my hard-earned money work hard for me in return, and this allowed me to purchase my first home by the time I turned 19. This inspired me to pursue my passion of finance and later become a financial advisor with Edward Jones in 2009, opening the firm’s 9th branch in Orlando. I am honored to serve as our area’s experienced advisor recruiting leader, leading some 400 branch teams in central and north Florida in attracting and supporting experienced financial advisors in providing clients with an ideal client experience.
As a long-time member of the community, I have a passion for financial education as well as giving back. Since 2003, I have volunteered with Junior Achievement, receiving the Above and Beyond Award. As a graduate of UCF (Go Knights!), I hold a bachelor's degree in business. I have earned the CFP® certification from the Certified Financial Planner Board of Standards, Inc., in addition to the AAMS™, CRPC™ and CRPS™ designations, in order to advise my clients on a variety of complex financial needs.
I would be honored to meet with you to learn what you value most so we can create a plan that helps meet your personal needs. My intent is not to simply help you achieve your financial goals, but rather to partner with you throughout your life to achieve your goals, financially. Please reach out for a no-obligation meeting to see if it would make sense to partner together in planning for your future!
- Portfolio Reviews
- Retirement Income Strategies
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Divorce Finances
- Socially Conscious Investing
My Personal Interests
- Spending Time with Family
- Community Outreach
Phone NumberGeorge Stefanou at (407) 249-8307
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