Brett
Stephens
CFP®
Here to act in your best interests
About me
I love helping people see the big picture and figuring out where they stand and what needs to be done to help accomplish their goals. In my spare time, I enjoy spending time with my wife and kids, playing guitar, driving and astronomy.
Certifications
CERTIFIED FINANCIAL PLANNER™
Education
Bachelor of Arts, Media Art - University of South Carolina
Visit one of our Locations
Knoxville
1111 North Northshore Drive
Suite S-200
Knoxville, TN 37919
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
