Wealth Management

 

Asset Management

A services agreement between Stonegate Financial, Inc. and LPL Financial Corporation, {the largest independent broker/dealer in the industry as reported by Financial Planning magazine, June 1996-2011, based on total revenue} provides you access to comprehensive financial planning and asset management services for high net worth individuals and businesses. With access to timely, detailed information, computer-modeling tools and market intelligence, financial consultants make informed decisions on your behalf. No conflicts of interest are imposed by the constraints of “in-house” or proprietary products that may be inconsistent with your needs. With an independent, unbiased approach to investing, you can be confident that our only goal is to help you reach yours.

 

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Trust Services

Trust services can play a critical role in achieving the financial and personal goals that are so important to you and your family. From helping you maintain control over your assets to protecting the value of your financial legacy, LPL's comprehensive array of trust services can be customized to meet your individual needs. LPL financial consultants offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial.

 

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Estate Planning

Successful estate planning allows you to transfer your assets to your beneficiaries quickly with minimal tax consequences. Along with top estate planning attorneys LPL financial consultants carefully inventory your assets and develop programs to address estate tax liability and provide liquidity and asset protection for you and your beneficiaries.

 

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Insurance Planning

A well-designed program for financial security should begin with insurance planning. As the most overlooked piece of one’s financial plan, insurance often provides the greatest benefits. Disability, Life and Long Term Care insurance should be foundations of everyone’s financial plan. Most individuals and business owners either don’t have or pay too much for insurance. LPL financial consultants conduct a free insurance audit for clients to scrutinize every detail of their in-force coverage. They identify potential areas for improvement and compare your current policy against the best available products in the marketplace today. This audit concludes with a recommendation to either maintain the current policy or move to a more effective or less costly policy.

 

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Retirement Planning for Business Owners

If you own your own business, or are self-employed, LPL financial consultants can help you select the right retirement vehicle for you and your employees. Plans include 401(k)s, SEP IRA’s, defined benefits, deferred compensation and profit sharing plans.

 

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Career Opportunities 

Experienced Financial Advisors

If you are an experienced Financial Advisor, Stonegate Financial Wealth Management can enhance your career by offering a breadth of  products and services unmatched in the industry.

A Financial Advisor at Stonegate Financial Wealth Management 

  • Has an established book of business
  • Is independent, exhibits integrity, initiative, strong motivation and attention to detail
  • Has good presentation and communication skills and is a good listener
  • Demonstrates an appropriate level of technical and professional skills and knowledge
  • Recognizes and values individual uniquesness and differences, demonstrates client focus, respect for the individual, teamwork and responsible citizenship
  • Be able to develop internal partnerships and strong links with colleagues in our Private Banking & Commercial Lending business giving you the opportunity to better serve your clients

Experience
Candidates for this role will have a history of high achievement demonstrated by a proven record of rapid advancement in exceeding goals and outperforming peers. The ideal candidate has applicable sales experience or has worked in a professional or entrepreneurial setting.

 

Education/Licenses
T
he ideal candidate will have at minimum a Bachelor’s degree. The following licenses/designations are preferred:  Series 7 and 66 licensed, State Insurance Licensed in Life & Health, Certified Financial Planner™ (CFP®)

Please email your resume to cspeziale@stonegatebank.com 

 

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 Securities offered through LPL Financial, member FINRA/SIPC.  Insurance products offered through LPL Financial or its licensed affiliates.  Stonegate Bank and Stonegate Financial are not registered broker/dealers and are not affiliated with LPL Financial.

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Insured by any Federal Government Agency Not a Bank Deposit

 

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