Anita Stephens

Private Wealth Advisor & Managing Partner

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.

Links

Previous companies


Org chart

This person is not in the org chart


Teams

This person is not in any teams


Offices

This person is not in any offices