Stephen Jesse, CFP®, is a High Net Worth Financial Advisor with extensive experience in financial services. They began their career as a Bank Teller at Peoples Security Bank & Trust Company from 2016 to 2017, followed by a Financial Services Associate role at CAP COM Federal Credit Union in 2019. Later, Stephen served as a Financial Advisor at Cetera Investment Services LLC from 2020 to 2021, focusing on creating customized financial solutions for clients. They have also worked at Vanguard in various roles, supporting clients and managing a substantial book of business until 2022. Stephen holds a degree in Business Economics from SUNY Oneonta, earned between 2018 and 2020.
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