Stephen has over 25 years of experience in wealth management. Stephen focuses on the breadth of advisory services including financial planning, investment management, fiduciary services and tax planning. He also offers broad knowledge in the areas of retirement and estate planning. Prior to joining Boston Hill Advisors, Stephen served as VP and Trust Officer at Beverly National Bank. During his 19-year tenure at Beverly National Bank, Stephen's roles also included oversight of Trust Operations and Tax Services.
He is a CERTIFIED FINANCIAL PLANNERTM and member of the Financial Planning Association of Massachusetts. He has a Bachelor of Science from Merrimack College.