Thomas Stephen, CFP®, RICP®

Principal at Glenwood Investment Group, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Bio

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
  • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
    State of New Hampshire - Insurance Department
  • Retirement Income Certified Processional (RICP)
    The American College of Financial Services
  • Series 66 - Uniform Combined State Law Exam
    FINRA
  • Series 7 - General Securities Representative Exam
    FINRA

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Principal
      • Jul 2018 - Present

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Para Planner
      • Aug 2015 - Jul 2018

      Working with financial planning software, I assist clients on understanding their financial position. I help prepare financial plans by gathering information from many sources. Under my tenure at Sterling Financial Partners I completed the FINRA Series 7 exam, Series 66 exam, and earned the Certified Financial Planner designation. Working with financial planning software, I assist clients on understanding their financial position. I help prepare financial plans by gathering information from many sources. Under my tenure at Sterling Financial Partners I completed the FINRA Series 7 exam, Series 66 exam, and earned the Certified Financial Planner designation.

    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • Undergraduate Representative on National Council
      • Aug 2014 - Aug 2015

      I was elected by the chapters of Phi Mu Delta Fraternity to serve as the undergraduate representative on the National Council. In this position, I serve as the voice of the undergraduate membership to the national office and national council. While in this position, I have served as a resource to the chapter presidents and executive boards, giving advice and council. I was elected by the chapters of Phi Mu Delta Fraternity to serve as the undergraduate representative on the National Council. In this position, I serve as the voice of the undergraduate membership to the national office and national council. While in this position, I have served as a resource to the chapter presidents and executive boards, giving advice and council.

    • United States
    • Higher Education
    • 700 & Above Employee
    • Peer Advisor
      • Apr 2013 - May 2015

      I assisted the UNH Paul College Advising staff by meeting with 24 students weekly and instructing them about the policies and procedures of the Paul College of Business and Economics. I organized weekly sessions with the intention to teach first year students about proper business ethics, communication skills, get students acquainted with UNH, and assisted with students in the transition to college. I assisted the UNH Paul College Advising staff by meeting with 24 students weekly and instructing them about the policies and procedures of the Paul College of Business and Economics. I organized weekly sessions with the intention to teach first year students about proper business ethics, communication skills, get students acquainted with UNH, and assisted with students in the transition to college.

  • Phi Mu Delta Fraternity at UNH
    • Durham, New Hampshire
    • President
      • Dec 2013 - Dec 2014

      Organized a group towards achieving a common goal and assist college men in realizing their potential while guideing them to become leaders at UNH and in their future careers. Organized a group towards achieving a common goal and assist college men in realizing their potential while guideing them to become leaders at UNH and in their future careers.

  • Office of Senator Kelly Ayotte
    • Manchester, New Hampshire
    • Student Intern
      • May 2013 - Aug 2013

      I spoke with and recorded concerns from constituents into the office database. I wrote to constituents responding to their concerns with the senator or political issues. In the office I created company profiles for the senator before meetings with business leaders of the area, This position gave me a great perspective on the workings and functions of our Congressman/woman and Senators. I spoke with and recorded concerns from constituents into the office database. I wrote to constituents responding to their concerns with the senator or political issues. In the office I created company profiles for the senator before meetings with business leaders of the area, This position gave me a great perspective on the workings and functions of our Congressman/woman and Senators.

    • Server
      • Jan 2009 - Apr 2013

      Worked with customers and developed personal communication skills. Learned to work with other employees in a professional workplace. Developed skills in personal relation by addressing customer needs and addressing their needs in a polite and respectful manor. Worked with customers and developed personal communication skills. Learned to work with other employees in a professional workplace. Developed skills in personal relation by addressing customer needs and addressing their needs in a polite and respectful manor.

    • Finance Assistant
      • May 2012 - Sep 2012

      Assisted with tracking and recording financial donations. Helped implement fundraisers by communicating with supporters and keep the campaign staff informed about attendance. Assisted with tracking and recording financial donations. Helped implement fundraisers by communicating with supporters and keep the campaign staff informed about attendance.

Education

  • University of New Hampshire
    BS, Finance, General
    2011 - 2015
  • Manchester High School West
    2008 - 2011

Community

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