• Edward B. Stephens, CFP®

    Wealth Management Advisor

Ed has over twenty years of experience in the financial services industry. He develops wealth management, insurance, retirement, and education strategies for our clients and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.

Ed earned a bachelor’s degree in Finance from the University of North Carolina at Greensboro. After more than a decade at Merrill Lynch, he joined Raymond James in 2016 and in 2019 combined branch offices with 1808 Capital Partners. 

Ed and his wife, Jane, have three children and are long-time advocates of the swimming community in Greensboro.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.