“Let us put ink to your plan”
Stephen Benjestorf is a seasoned financial advisor with 22 years experience in the financial service industry. With experience as a business owner, he is well equipped in knowledge and abilities to help the large business investor to the small family portfolio. Throughout his career, Steve has been known for his personal approach to clients with the focus of what is best for them and their needs.
Steve has been married to Paula for nearly 31 years and they have two adult children. They are committed Christians who have a lifetime involvement in many aspects of the Christian life and various ministries.
Steve has also been affiliated with Businessmen’s Fellowship, Int. and local groups for encouraging networking with local businesses such as Business Network International and CEO Roundtable.
Heidi is the Client Service Representative for SB Planning Inc. Currently she is studying for the Series 7 exam in order to follow in her father's footsteps as a financial adviser.
In college, she studied Piano Performance and Pedagogy at Azusa Pacific University and Texas Tech University. In her spare time she enjoys running a small business to support an orphanage in Cambodia.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.