For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve.
My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked and determine how we can help you adjust your investment strategy to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.
- Renfrew Institute
Former Board Member
- Franklin County Children's Aid Society
Former Board Member
- Waynesboro Country Club
Current Board Member
- Annual WCRH Day Sponsor
- Asset Management
- Estate Planning
- Wealth Management
- Endowments and Foundations
- Financial Planning
- Retirement Planning
- Qualified Retirement Plans
- 401(k) Rollovers
- Certificates of Deposit
- BS - Finance, 1977
Pennsylvania State University
University Park, PA
- Smith Barney Advisor Certified
- Retirement Solutions
- Series 7, 63, 3, 5 & 8 Licensed
- Life, Variable Annuity & Long Term Care Insurance Licensed
- Portfolio Manager Certified - 2009
- 35 Years Dedicated Service Award
- Achieved Council Level Production Awards Annually since 1986
- Present: Morgan Stanley*
Senior Vice President
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Reevaluate your investment strategy. For a free consultation, Request an Appointment or call me.
You've worked hard to build your retirement assets. Isn't it time they were professionally managed? Call or email me for more information about our Portfolio Management Program.
Stephen A. Rost holds the following registrations:
Securities Agent: CA, DE, FL, GA, IL, KY, MD, NC, NH, NJ, NY, PA, SC, TX, VA, VT, WA, WV;
General Securities Representative;
Investment Advisor Representative;
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