My intense desire is to help my clients be in complete control of their finances, live the life they desire and leave a legacy beyond money. I do this by listening and understanding what is important to them and using an established process to develop investment strategies specific to their long-term goals.
I began my Edward Jones career in 2007 and received my AAMS® designation in 2009. I became a limited partner of my firm in 2015. However, what I'm most proud of is how we have served and helped our clients over these years.
I serve clients who have a wide range of goals. My clients come to me through referrals as well as times of transition, such as retirement or inheritance. I enjoy the challenge of developing financial strategies to meet my clients' needs, as well as working alongside their accountants and attorneys.
Outside the office, I mostly enjoy spending time with my wife, Susan, of 27 years and our two daughters, Brianna and Trinity. We have been fortunate to travel many places including internationally, but our favorite is hiking the many waterfalls we have here in North Carolina.
- Portfolio Reviews
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Socially Conscious Investing
My Personal Interests
- Spending Time with Family
- Health & Nutrition
Phone NumberStephen L Price at (704) 484-9189
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