Stephen Dower, CFP®

Senior Wealth Analyst

As a senior wealth analyst, Stephen works with our wealth managers and client service team to design and implement portfolio recommendations and financial planning strategies which are tailored to our clients’ unique situations.

Designations and Education
  • Certified Financial Planner™ professional
  • M.S. in Financial Planning and Graduate Certificate in Financial Life Planning, Golden Gate University
  • B.B.A in Finance and International Business, Temple University
Personal Passion

All kinds of exploring, whether that’s in nature with either a backpack, bike, kayak or sailboat, or traveling to new countries and getting to know new people and cultures.