Stephen Spector
Executive Managing Director - Wealth Manager at Steward Partners Investment Solutions, LLC | Portsmouth, New Hampshire, United States
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As the Executive Managing Director and Wealth Manager at Steward Partners Investment Solutions, LLC, Stephen Spector brings a wealth of expertise and a client-centric approach to wealth management. With a focus on portfolio design and management, Stephen excels in crafting tailored investment strategies that align with the unique goals and risk tolerances of his clients. His deep understanding of asset allocation and alternative investments allows him to create diversified portfolios that not only seek growth but also mitigate risk effectively.
Stephen's proficiency in retirement income planning is particularly noteworthy, as he helps clients navigate the complexities of transitioning from accumulation to distribution phases of wealth. By employing comprehensive risk management techniques, he ensures that clients are well-prepared for the uncertainties of the market while maximizing their retirement income potential. Additionally, his expertise in wealth transfer strategies positions families and multigenerational investors to preserve their legacies for future generations.
At Spector & Frisch Private Wealth Management, a division of Steward Partners, Stephen leads key projects that emphasize liability management and bespoke financial solutions. His commitment to delivering exceptional service is reflected in the firm’s holistic approach, which integrates professional asset services, private banking, and institutional consulting. By leveraging the resources of Steward Partners Global Advisory, Stephen and his team provide a seamless experience that empowers clients to achieve their financial aspirations with confidence. Ultimately, Stephen Spector’s dedication to excellence and personalized service makes him a trusted partner in navigating the complexities of wealth management.
Executive Managing Director - Wealth Manager at Steward Partners Investment Solutions, LLC in April 2017 to Present
Managing Director-Investments, Senior PIM Portfolio Manager at Wells Fargo Advisors in September 1983 to April 2017
Manager at Procter & Gamble in January 1979 to January 1983
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Asset Allocation
Investment Strategies
Retirement Planning
Alternative Investments
Risk Management
Wealth Management Services
ETFs
Management
Securities
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Discover more about Steward Partners Investment Solutions, LLCWhat is Stephen Spector email address?
Email Stephen Spector at [email protected] and [email protected]. This email is the most updated Stephen Spector email found in 2026.
What is Stephen Spector phone number?
Stephen Spector phone number is +16173774407.
How to contact Stephen Spector?
To contact Stephen Spector send an email to [email protected] or [email protected]. If you want to call Stephen Spector try calling on +16173774407. (updated on October 30, 2024)
What company does Stephen Spector work for?
Stephen Spector works for Steward Partners Investment Solutions, LLC
What is Stephen Spector's role at Steward Partners Investment Solutions, LLC?
Stephen Spector is Executive Managing Director - Wealth Manager
What industry does Stephen Spector work in?
Stephen Spector works in the Financial Services industry.
Stephen Spector Email Addresses
Stephen Spector Phone Numbers
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