stephen

Stephen Molesky, ChFC® CLU®

Senior Financial Advisor & CIO

“It’s important to define what you want in retirement life and do what you need to do to make it happen.”

Each and every day, it’s all about solving financial problems for his clients. This is what brings Stephen the most satisfaction as a financial planner. Throughout his financial services career, he has honed his skills through constant self-education, day-to-day experience, and endless reading to stay on top of the latest information about the retirement world. Today he is a widely recognized financial educator and planner in the greater Baltimore-Washington area.

After earning his bachelor’s degree at St. Joseph’s University in Philadelphia, followed by a master’s at Catholic University in Washington, D.C., Stephen began looking for a career opportunity that would make a significant impact by helping people. He found that in financial planning,

Stephen has lived in Ellicott City since 1985 and is married to his wife of 50 years, Carole. Together they raised four children, and now have two West Highland White Terriers, Riley and Maddie, as part of their home. Away from the office, Stephen enjoys playing tennis, listening to music, playing cards, traveling and spending time with family and friends.

Take the First Step Today

It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.

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