Stephen has nearly 30 years of experience providing financial services to clients. Stephen also assists clients in ascertaining suitability designs for their investment portfolios. He has a significant knowledge of investment structures to convey to clients appropriate retirement portfolios. He has advanced knowledge regarding tax deduction strategies which are pertinent to the creation of appropriate qualified plan designs. He began his career working with MetLife, serving in financial advisor and management roles. Stephen holds a bachelors of science degree in business from Providence College. Stephen is a Registered Representative with Osaic Wealth, Inc. Registrations - Series 6, 63.