John Satterfield, CFP®
Partner, CFP® at Stonebridge Wealth Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Berwyn, Pennsylvania, United States, US
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Bio
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Tim Mathis
John is a smart and highly competent businessperson. He has a high degree of empathy and is trustworthy.
Tim Mathis
John is a smart and highly competent businessperson. He has a high degree of empathy and is trustworthy.
Tim Mathis
John is a smart and highly competent businessperson. He has a high degree of empathy and is trustworthy.
Tim Mathis
John is a smart and highly competent businessperson. He has a high degree of empathy and is trustworthy.
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Credentials
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Certified Financial Planner (CFP)
CFP BoardMar, 2017- Oct, 2024
Experience
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Stonebridge Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Partner, CFP®
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May 2019 - Present
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Stillwater Capital Advisors
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United States
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Investment Management
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1 - 100 Employee
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Director - Client Relationships, V.P. - Investment Planning, CFP®
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Jan 2012 - May 2019
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Morgan Stanley Smith Barney
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United States
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Financial Advisor, Chartered Retirement Planning Counselor/CRPC
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Feb 2006 - Dec 2011
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Education
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1978 - 1982
Boston University
B.A., Political Science, Philosophy -
1976 - 1978
The Hill School
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Hobart and William Smith Colleges
Community
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