“My clients and I establish a close relationship, more in-depth than you would typically envision. Only then can I fully understand and implement the needed direction of their financial planning.”
Stephen Iaconis specializes in wealth management for the pre and post-retiree. Stephen is a CERTIFIED FINANCIAL PLANNER™ professional and well as a Chartered Retirement Planning Counselor™.
Stephen started his 17+ year career in the financial industry as an intern with Merrill Lynch. The foundation of his financial planning practice has always, and continues to be, through the earned trust of his existing clients. Stephen holds relationships with a vast clientele and offers expertise in the emphasized areas of Retirement Planning, Investment Planning, Estate Planning, and Insurance Review. Stephen thrives on helping his clients navigate the complex financial world as he assists them in making life altering financial decisions.
Stephen is married to Ashley, who is a physician in Birmingham. A major imprint on their life was their four enjoyable years in Lexington, KY where Ashley furthered her Medical education while Stephen commuted back to Birmingham on a bi-weekly basis. Today, Stephen and Ashley are proud parents of sons, Anthony and Oliver, and their dog Canoli (Border Collie). Stephen and his wife are active in Disciple at Church and they both share their musical talents on occasional Sundays. Their family enjoys being outdoors doing “boy stuff,” and gardening. Their favorite travel destination is Stephen’s mother’s hometown of San Pietro al Tanagro, Italy.
- Northeast Alabama Community College, Associates of Science, 1999
- University of Alabama, Bachelor of Science in Financial Planning, 2001, summa cum laude
- CERTIFIED FINANCIAL PLANNER™, 2004
- Chartered Retirement Planning Counselor™, 2008
- Financial Planning Association of North Alabama: Member
- Big Oak Ranch: ASCEND Program Lead Finance Instructor