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Our financial advice team


Michael Stephenson Jr, Financial Advisor serving the Plymouth Meeting, PA area - Ameriprise Advisors

Michael Stephenson Jr

Financial Advisor

Franchise Owner
Kelman and Magliari Advisory Group
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Investments
  • Insurance
  • Family Finances
  • Small Business

Education

  • La Salle University

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2023
  • Five Star Wealth Manager, 2023