Stephen Cosby, Financial Advisor
Accepting New Clients
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Focus Areas

  • Business Retirement Plans
  • College Savings
  • Military Professionals & Veterans
  • New Investors
  • Portfolio Reviews
  • Retirement Income Strategies

About Stephen

What are your goals? Your financial strategy exists to support your goals, and as your financial advisor, I'm here to leverage investments to help you get there. Whether it's for retirement, making a large purchase, paying off debt or funding education, we have the tools to help get you on track. Our goal is to make sure you feel understood and comfortable with the strategy we work together to create. My purpose is to arm you with the information to make an informed decision about your financial future. Between myself and our branch team, we are here to partner with...

Work History

  • Edward JonesJuly 2023 to Current
  • Hub GroupJune 2022 to June 2023

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Syracuse UniversityMBA (Masters of Bus Admin)
  • Rogers State CollegeBachelors

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat 08:00AM - 05:00PM
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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