portrait of Stephen G Sanders III

About Stephen

As a native of Jacksonville, Florida (Duuuval!), I am proud to have the opportunity as a Chartered Retirement Planning Counselor™ professional to change the financial lives of the people I live and work with every day.

I have been married to my wonderful wife, Jodie, for 18 years and we have two amazing sons, John and William. We spend as much time as we can at the beach surfing and building sandcastles. When the weather does not allow for that, you will probably find us at the movies.

With a degree in philosophy from the University of North Florida, I quickly...

Focus Areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • New Investors
  • Wealth Strategies
  • College Savings

Work History

  • Edward JonesJuly 2022 to Current
  • Bank of AmericaNovember 2009 to June 2022

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Univ of North FloridaBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Surfing
  • Music
  • Golfing
  • Trivia

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:30AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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