Junior Financial Analyst
Stephen is a Junior Financial Analyst at AJ Wealth, working closely with Vice Presidents Kristen Ellison and Matt McDonald, to provide clients with a high-level and sophisticated service. Stephen provides strong analytical support, as well as prompt and thorough attention to clients’ various financial planning needs. Prior to joining the firm, Stephen attended Fairfield University and graduated in 2017 (Cum Laude) with a Bachelor of Science in Finance. Stephen currently holds the FINRA Series 65 securities registration.