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portrait of Stephen L Price
FINANCIAL ADVISOR

Stephen L Price

RICP®, AAMS™
1105 East Dixon Blvd Suite 4, Shelby, NC 28152opens in a new window
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About Stephen

Our Work
My intense desire is to help my clients be in complete control of their finances, live the life they desire and leave a legacy beyond money. I do this by listening and understanding what is important to them and using an established process to develop investment strategies specific to their long-term goals.

Our Accolades
I began my Edward Jones career in 2007 and hold an RICP® and AAMS™ designation. I became a limited partner of my firm in 2015. However, what I'm most proud of is how we have served and helped our clients over these years.

Our Clients
I serve clients...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Business Retirement Plans

Work History

  • Edward JonesJanuary 2007 to Current

Certifications

  • RICP®

    Retirement Income Certified Professional®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Camping
  • Hiking
  • Football
  • Pickleball

Team Members

  • Leslie Spaes
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(704) 484-9189

Fax

(877) 598-8799

Office Address

1105 East Dixon Blvd Suite 4
Shelby, NC 28152opens in a new window

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