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John Stephen, Financial Advisor

Focus Areas

  • Retirement savings strategies
  • Wealth protection strategies
  • Education savings strategies
  • Wealth strategies

About John

What is the first thing that comes to mind when you hear health and wellness? Wellness is often thought about when living long and healthy lives, so you can do the things you love with the people you love.

What are your dreams and goals? How will you realize them? Planning!

Healthy finances are a vital part to achieving what matters most to you. With so much marketing and news available, we are often 'drowning in information, yet starving for wisdom'. My team and I are here to help map the right plan for you.

To share a bit about me, I...

Work History

  • Edward JonesMarch 2025 to Current

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Office Information

More to explore

Find your starting point

Start here

Planning your financial future? Our Starting Point tool can help you take the first steps.

Find your Starting Point
My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More