Our financial advice team

Reed Stephens, Financial Advisor serving the Metairie, LA area - Ameriprise Advisors

Reed Stephens

Financial Advisor

Chief Operating Officer of
StellarPath Private Wealth Advisors
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
BUSINESS MOBILE
504.285.9070
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Cash Flow Management Strategies
  • Charitable Giving
  • Executive Compensation and Benefit Strategies
  • Business Retirement Plans
  • Family Finances
  • Estate Planning Strategies
  • Insurance
  • Intergenerational Planning
  • Investments
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
  • Social Security Retirement Benefits
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Education

  • M.I.M., Finance & Investments - IE Business School (IE University) - Madrid, Spain
  • B.A., Philosophy & Logic - Dartmouth College - Hanover, NH
  • H.S., Honors Diploma - St. George's School - Newport, RI

Previous experience

  • Ameriprise Financial, Private Wealth Advisory, Florida & Louisiana, 2018–Present
  • CIE (acquired by Apollo Global Management), Private Equity Research Associate, Las Vegas, NV, 2014–2017
  • Cantor Gaming (subsidiary of Cantor Fitzgerald), Business & Data Analyst, Las Vegas, NV, 2011–2013

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Our parent company Ameriprise Financial is actively engaged in strategic community initiatives and philanthropy. Worth noting, Ameriprise sponsors a generous Grant Making program. For more info on this dollar-for-dollar matching offer, visit www.ameriprise.com/about/community-relations/grant-making.

Apart from Ameriprise's efforts, our independent financial advisory group supports many charities, both on a firmwide basis and as individuals. On a personal level, the following causes are of particular interest:

Interests

  • Reading books/listening to audiobooks
  • Listening to and recording podcasts
  • Standup comedy
  • Live sporting events, especially MMA
  • Hanging out with dog Mojo Jojo
  • Travel with friends
  • Ballroom dance classes
  • Good bourbon
  • Attending jiu-jitsu classes for exercise
  • Tennis, table tennis, and golf
  • Real estate and participating in light construction projects
  • Flying sport pilot license

My photos

3 albums
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