Stephen Harrison is a Managing Partner and co-founder of Exeter Financial. Mr. Harrison and team provide High Net Worth individuals, families, and related entities with comprehensive and integrated wealth management services which include strategic planning, investment consulting, alternative investment strategies, single stock risk management, and estate and tax planning through professional intermediaries.
Prior to becoming a founding member of Exeter Financial, Mr. Harrison served as Managing Director, Private Wealth Management at Friedman, Billings, Ramsey (FBR). Prior to his tenure at FBR, Mr. Harrison served as Senior Vice President for The Private Bank at Bank of America and Vice President at Northern Trust.
Mr. Harrison received his Business Degree from the University of Washington. In addition, Mr. Harrison currently has the following professional credentials: Certified Investment Management Analyst (CIMA®), Investment Advisor (Series 65), as well as Life and Health Insurance. Mr. Harrison utilizes his degrees, licenses and experience to help high net worth individuals with the complexities that come from the financial challenges of wealth.