Stephen graduated from Arizona State University in 2014 with his Bachelor’s Degree in Business Marketing. He started with Raymond James in 2016, and is one of the 7 members on the team working to assist our clients with wealth management, tax and estate planning, 401(k) management, charitable gifting, and retirement planning needs. Stephen resides in his home town of Grand Rapids. In his spare time he enjoys fishing, hiking, and traveling. Tune in to WOOD 1300AM or 106.9FM every Friday morning at 6:35am for Stephen’s (or Mark’s) weekly investment and market commentary.
Stephen N. Oberlin, AIF® Financial Advisor