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MEMBER PROFILE

 

Michael Stephens

Fiduciary Trust Company

Linked to Shepler, Chris
 

Member profile details

Membership level
Greater Boston Corporate
First name
Michael
Last name
Stephens
Title
Vice President
Company
Fiduciary Trust Company
 

CONTACT INFORMATION

City
Boston
State
Massachusetts
 

PROFILE INFORMATION

Call me when
You have any questions about you or your clients personal financial situation, estate, investment, and cash flow planning pre or post sale.
Profession
  • Wealth Manager
Functional Expertise
  • Estate planning
  • Exit/Transition Planning
  • Fiduciary
  • Investments
  • Trusts
Client Industry(ies)
  • Consumer Services
Professional Certification(s)
CFP, CEPA, CPWA
In Business Since
2004
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