Stephen Spaulding
Financial Advisor & Partner at Edward Jones | Salt Lake City Metropolitan Area
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Stephen Spaulding is a dedicated Financial Advisor and Partner at Edward Jones, based in the picturesque Park City, Utah. With his credentials as a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), Stephen brings a wealth of expertise to his clients, focusing on comprehensive wealth management strategies. His approach is centered around collaboration, working closely with clients’ tax and legal professionals to ensure that every financial decision aligns with their long-term goals.
Stephen’s commitment to understanding what matters most to his clients sets him apart in the financial advisory landscape. He employs a structured process that not only helps clients grow, protect, and transfer their wealth but also fosters a sense of security and control over their financial futures. His key projects often involve intricate risk assessments and portfolio reviews, where he identifies opportunities for tax optimization and long-term care insurance solutions tailored to each client’s unique circumstances.
In addition to his technical skills, Stephen excels in client retention, ensuring that families feel informed and empowered throughout their financial journey. His expertise extends to specialized areas such as divorce finances and planning for special needs, demonstrating his versatility and commitment to serving diverse client needs. By prioritizing clear communication and personalized strategies, Stephen Spaulding is dedicated to helping families enjoy life while navigating the complexities of personal finance with confidence and peace of mind.
Financial Advisor & Partner at Edward Jones in May 2016 to Present
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Wealth Strategies
Wealth Preservation
Estate and Legacy Considerations
Asset Allocation
Portfolio Allocation
Business Retirement Plans (401k, SIMPLE, SEP)
Risk Assessment
Stocks
Mutual Funds and Exchange Traded Funds
Bonds
Long Term Care Insurance
Annuities
529s
Portfolio Review
Investment Strategy
Investment Advisory
Financial Advisory
Sales
Prospecting
Presentations
Budgeting
Personal Finance
Life Insurance Retirement Plan (LIRP) / Overfunded Life Insurance
Emerging Markets
Securities
High Net Worth Clients
Lifestyle Coaching
Charitable Giving
Buy/Sell Insurance
Key Person Insurance
Client Service
Client Relations
Client Retention
Tax Consideration
Financial Services
Variable Life Insurance
Fixed Life Insurance
Term Life Insurance
Universal Life Insurance
Disability Insurance
Whole Life Insurance
Special Needs
Guardianship
Autism
Certificates of Deposit (CDs)
IRAs (Roth and Traditional)
Divorce Finances
Retirement
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Discover more about Edward JonesWhat is Stephen Spaulding email address?
Email Stephen Spaulding at [email protected] and [email protected]. This email is the most updated Stephen Spaulding email found in 2026.
What is Stephen Spaulding phone number?
Stephen Spaulding phone number is +12035599706 and +16072227990.
How to contact Stephen Spaulding?
To contact Stephen Spaulding send an email to [email protected] or [email protected]. If you want to call Stephen Spaulding try calling on +12035599706 and +16072227990.
What is Stephen Spaulding net worth?
Stephen Spaulding has an estimated net worth of $750,000 to $999,999
What company does Stephen Spaulding work for?
Stephen Spaulding works for Edward Jones
What is Stephen Spaulding's role at Edward Jones?
Stephen Spaulding is Financial Advisor & Partner
What industry does Stephen Spaulding work in?
Stephen Spaulding works in the Financial Services industry.
Stephen Spaulding Email Addresses
Stephen Spaulding Phone Numbers
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