Chad Stevens

Chad Stevens

Helping entrepreneurs and employees achieve financial independence
Denver, Colorado, United States

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Work Experience

Merit Financial Advisors

Wealth Manager

2022-04-01 - Present

I.M. Wealth Care, LLC

Financial Advisor

2021-07-01 - 2022-04-01

RMB Capital

Wealth Management Intern

2018-06-01 - 2018-08-01

Skills

wealth management retirement planning risk mitigation investment management divorcees estate planning financial planning mergers acquisitions independent advisors widowhood succession planning hybrid ria financial advisor independent financial advisor growth strategy technology fintech wealthtech portfolio strategy women leaders

Languages

English