Stephen co-founded and was named President of Wealth Management Advisors, LLC on May 1, 2000. He is also a shareholder of the firm Sullivan Bille, P.C., a diverse New England regional Certified Public Accounting firm. Stephen came to the Sullivan Bille Group of companies after several years at a “big five” international accounting firm where he served as leader of Corporate Executive Programs and Individual Asset Management Consulting Services for the Northeastern United States.
For over twenty-five years Stephen has provided individual financial, investment, estate and tax planning and small business consulting to a diverse base of clients. His clients have included key top-level executives, high-net-worth individuals, business owners, venture capitalists and entrepreneurs. As an established personal financial planner, Stephen has delivered numerous presentations on financial, investment, retirement and tax planning to corporations and professional groups. He has also written a number of articles on investment, education and estate planning.
Stephen is a licensed Certified Public Accountant (CPA), a Certified Financial Planner™ practitioner (CFP®) and has been designated a Personal Financial Specialist (PFS) by the American Institute of Certified Public Accountants. He has achieved the Accredited Estate Planner® (AEP®) designation from the National Association of Estate Planners & Councils (NAEPC) and is a Registered Financial “Fee-Only” Advisor with the National Association of Personal Financial Advisors (NAPFA). He received a Bachelor of Science degree in Business Administration concentrating in Accounting and Computer Science from Providence College, a Master of Science degree in Taxation (MST) from Bentley University and graduate studies in the Program for Financial Planners at Boston University. He was an active participant in “The Strategic Coach” program where he attended quarterly coaching sessions for personal and professional growth.
He was awarded the prestigious Five-Star award from Paladin Registry and has maintained that rating since 2003. He has been through the Investor Watchdog “Financial Advisor Due Diligence” (“FADD”) process that validates and certifies his background, professional certifiations and experience. He was named by BusinessWeek Magazine as one of the top 50 most experienced financial advisors in the United States, among Boston Magazine’s Five-Star Wealth Managers, Medical Economics‘ Best Financial Advisors for Doctors and Dental Practice Report’s Best Financial Advisors for Dentists.
Stephen has served his profession in various capacities such as Chairman of the Massachusetts Society of Certified Public Accountants (MSCPA) Personal Financial Planning Committee; and Treasurer, President and Chairman of the Board of Directors for the Financial Planning Association of Massachusetts. He is an active member of the American Institute of Certified Public Accountants (AICPA) Personal Financial Planning Division and the Financial Planning Association (FPA) (a national professional organization of Certified Financial Planners). Stephen served academia for Bentley University on the Advisory Committee for Tax and Financial Planning where he also served on the Assurance of Learning Initiative Council for the University accreditation.
For over twenty years, Stephen has served the community of Stoneham, MA as a Chairman of the Parish Finance Advisory Council and member of the School Finance Council at Saint Patrick Parish, Treasurer of the Stoneham Youth Hockey Organization, coached soccer in and supported Stoneham Youth Soccer, served as President of the Board of Directors of the Middlesex Fells Zoological Society (Friends of Stone Zoo) and a member of the Board of Trustees of the Commonwealth Zoological Corporation (Zoo New England) representing Stone Zoo.
Stephen lives in Stoneham with his wife Janet and their three active children.
Jeff joined the firm in September 2013 and serves as a Wealth Manager at Wealth Management Advisors, LLC.
He is currently responsible for supporting and managing all areas of client service, including the preparation of comprehensive financial plans, account setup and maintenance, asset allocation recommendations, meeting preparation, plan implementation and numerous other tasks.
Jeff has been working in the wealth management field since 1989, specializing in servicing the unique planning needs of high net worth clients. Jeff has expertise in all aspects of financial and estate planning from education, retirement, income tax and charitable planning to assisting clients navigate the financial and non-financial issues involved with intergenerational wealth transfers.
Jeff is a licensed Certified Financial Planner™ Practitioner (CFP®). He earned a Bachelor of Science in Accountancy from Bryant University, and a Master of Science in Financial Planning from Bentley University.
Jeff is a member of the Financial Planning Association (FPA) (a national professional organization of Certified Financial Planners), Financial Planning Association of Massachusetts and the Boston Estate Planning Council.
Jeff is an avid downhill sports enthusiast, general fitness geek, and amateur horticulturist. He and his family reside in Sharon, MA.
Client accounts are held at Fidelity or Charles Schwab in the client’s name, ensuring clients remain in complete control of their own assets while Wealth Management Advisors advises on the overall investment management.
Our clients benefit from this relationship by receiving regular monthly statements from either Fidelity Institutional Wealth Services or Charles Schwab Institutional (both divisions of their larger Companies). Clients can also securely access and view their accounts via the Wealth Management Advisors website which is linked to both Fidelity and Charles Schwab.
Fidelity Investments is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit www.fidelity.com.
Charles Schwab & Company, Inc., one of the nation’s premier financial services providers. Founded in 1973 and now publicly traded, The Charles Schwab Corporation (NYSE:SCHW) provides brokerage, banking and investment-related services to consumers and businesses. Schwab Institutional Services provides investment services and support to independent investment advisors and company plan sponsors. For more infirmation about Charles Schwab & Company visit www.schwab.com.
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