Stephen Wilson
Financial Planner and Case Manager

Alexander OverkampFinancial Planner and Case Manager
Alexander Overkamp Financial Planner and Case Manager
October 5, 2022

Stephen Wilson
Financial Planner and Case Manager

Stephen Wilson
Financial Planner and Case Manager
203-793-0707 phone
203-793-0705 fax
stephen@sam-ria.com
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Steve’s passion for finance and investment has led him to a 35 year career of helping clients achieve their retirement plans and aspirations. Always thinking outside the box, in this tumultuous financial climate planning for the unexpected and other unforeseen changes in life circumstance as we age are all a part of Steve’s strategy.

Steve received his formal education studying Economics at St Peter’s College, in Jersey City, Portfolio Management at CC of Morris, and Technical Analysis at The Institute of Finance in NYC.

Combined with his scholastic pedigree, having worked as a Member of the NYSE for 15 years, ultimately earning his own seat and pioneering his own brokerage firm, you can be sure of Steve’s experience and expertise.
After his career at the NYSE, he started and managed a Hedge Fund trading Alternative Energy equities and Real Estate. From there, Steve was recruited as a Financial Advisor, which has been his primary focus for the past 7 years and has now joined the team at Sentinel Asset Management.