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Stephen Fletcher, CFP®, MBA Receives Promotion

Stephen Fletcher, CFP®, MBA, has been promoted from Wealth Advisor to Senior Wealth Advisor.

We are pleased to announce the promotion of Stephen Fletcher, CFP®, MBA, from Wealth Advisor to Senior Wealth Advisor. Stephen has been with BlueSky for over four years. He has shown exemplary leadership skills and passion for providing clients with exceptional financial planning and investment advice.

Since high school, Stephen felt he was wise when it came to money, often giving friends advice on purchasing and saving. They trusted him, and it felt like a calling. While getting his MBA, he decided to concentrate on financial planning because it was the most dynamic and exciting to him.

Stephen completed his BBA in Trust and Wealth Management and MBA in Business Administration with a minor in financial planning in under five years. Before joining BlueSky, he was a financial analyst at AJ Wealth in NYC, working directly with ultra-high-net-worth international clients on a variety of complex financial and estate planning transactions. He is a member of the National Association of Personal Financial Advisors (NAPFA) and was selected to receive their 2020 New Professional Award.

Congratulations, Stephen!

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