Brent Stein

CRPC®
Financial Advisor, RJFS
Senior Vice President, Rivertowne Financial Services

According to Brent, one of the most satisfying things about his job is providing sincere and personal financial guidance to those who are overwhelmed by investment and financial planning decisions. Serving as a trusted advisor, he helps his clients enjoy the comfort and confidence of knowing their financial matters are well cared for.

Before joining Raymond James in 2015, Brent was a financial advisor at Merrill Lynch. Prior to that, he worked at Mellon Financial, where he began his career in the financial services industry in 1996. Brent has achieved the Chartered Retirement Planning CounselorSM designation. Advisors who hold the CRPC® designation have completed a course of study encompassing pre- and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations.

Brent is originally from New Brighton, Pennsylvania. Today, he and his wife, Katie, and their four children live in Ellwood City. Brent is a member of the Kingdom Hall of Jehovah’s Witnesses in Ellwood City.