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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
29
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

  • Kelman and Magliari Advisory Group, Forbes Best-in-State Wealth Management Teams, 2025
  • Ameriprise Ultimate Digital Excellence Award, 2023
  • Five Star Wealth Manager, 2024

Honored to be recognized in Forbes

I’m excited to share that Kelman and Magliari Advisory Group has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.