Ameriprise Financial
Anita Stephens is a seasoned financial professional currently serving as a Private Wealth Advisor and Managing Partner at StellarPath, a private wealth advisory practice of Ameriprise Financial Services, LLC, since January 2006. With a focus on delivering personalized financial advice to professionals and high-net-worth individuals, Anita's approach integrates essential conversations about lifestyle, risk management, and legacy planning. Prior to this role, Anita garnered valuable experience as a Financial Advisor at American Express from January 1985 to December 2005 and as a Financial Advisor at IDS Financial Services for a brief period in 1984, before its acquisition by American Express. Anita's career began as a Project Management Accountant at McDermott International Inc. from January 1978 to December 1983. Educational credentials include a B.S. in Accounting from the University of Holy Cross and a Professional Certificate in Accounting Fundamentals from Tulane University School of Professional Advancement.
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