Stephen has earned his Series 7, 66, 9, 24, and 10 and provides leadership and direction, overseeing our team’s day-to-day operations and compliance and working directly with our advisors. Stephen graduated from the University of Maryland in 2010 with a bachelor’s degree in economics. Outside the office, Stephen is a technology and car enthusiast who enjoys keeping an active, outdoors, lifestyle while spending time with his family and friends.
STEPHEN A. CLAGETT
Director of Branch Activity and Advisor Engagement