Service Area: Southern New Jersey
Main Office: Fulton Bank of New Jersey – Swedesboro Office, 179 Kings Highway, Woolwich Township, NJ 08085
Office: 856-975-4352
Client Services Associate: Stephanie Rescinito
Phone: 856-467-1658
Stephen is dedicated to offering personalized financial advice that reflects each client’s unique needs and aspirations. His comprehensive services include investment planning, tax planning, retirement planning, insurance planning, estate planning, and legacy transfer planning. Stephen begins by assessing critical factors such as existing savings, risk tolerance, and retirement goals to craft a tailored financial strategy. He provides ongoing portfolio management that takes into account how taxes and inflation affect investments, helping to ensure clients are well-prepared to meet both their short-term and long-term financial objectives. Stephen’s focus is on delivering solutions that align with each client’s individual goals and financial future.
Stephen joined Fulton Financial Advisors in June 2024 as an Associate Financial Advisor. Stephen holds his Series 7, 65, 63, SIE, and Life and Health Insurance licenses, enhancing his ability to provide comprehensive financial guidance. His diverse experience and credentials now support his commitment to delivering exceptional financial solutions and customer service at Fulton Financial Advisors.
After graduating from Villanova University, he began his career at JP Morgan in operations, where he gained valuable experience over three years. Following this, Stephen worked as a paraplanner at Kennedy Investment Group.
A native of South Jersey, Stephen attended St. Augustine Prep High School, where he developed a strong foundation that paved the way for his future academic and professional achievements.
Outside of his professional life, Stephen resides in Philadelphia and enjoys spending quality time with his family and friends. He is an avid golfer and values staying active athletically, enjoying an array of outdoor sports and recreational activities.