Stephen Schweigart, Financial Advisor located in Sarasota, FL

Financial Advisor
Stephen J Schweigart

CEPA®, AAMS®
8250 15th St E Suite 2, Sarasota, FL 34243opens in a new window
Client by Referral
Serving clients with $2,000,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Corporate Executives
  • Intergenerational Planning
  • Wealth Strategies
  • Inheritance Guidance
  • Charitable Giving

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Golfing
  • Fishing
  • Cycling
  • Running
  • Scuba Diving

Team Members

  • Melinda Yow
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(941) 870-2830

Fax

(833) 880-1328

Office Address

8250 15th St E Suite 2
Sarasota, FL 34243opens in a new window

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