Stephen Sexton, CIMA® CFP®, AWMA®, CRPC®
Managing Director, Financial Advisor
Stephen Sexton brings over 29 years of experience helping clients with financial planning, retirement planning, and wealth management. He is energized by helping his clients define their financial goals and develop real strategies that aim to make those goals a reality. Stephen is a Certified Investment Management Analyst (CIMA), Certified Financial Planner (CFP®), Accredited Wealth Management Advisor (AWMA), and Chartered Retirement Planning Counselor (CRPC®).
Stephen leverages his experience and expertise as a financial advisor. He works with you to understand your needs, priorities, and short-term and long-term objectives. Stephen works on a comprehensive approach that merges financial science and academic research. He is driven to develop financial strategies that are built on the things that matter most to his clients, ranging from successful executives to small business owners, especially those that are at or near retirement.
Stephen Sexton currently resides in Greensboro, North Carolina, with his wife, Cathie. He has three children, Christian, Noah, and Sophia. He received a bachelor’s degree from the University of North Carolina at Greensboro and a certificate in Investment Management from the Yale School of Management. He understands firsthand how much family matters when it comes to financial planning. As your trusted financial advisor, Stephen centers what matters to you to help you pursue your goals for wealth building and retirement.
*CRPC conferred by College for Financial Planning