Stephen Leon Harrison

Mr. Stephen L.
Harrison, Jr., is a Managing Partner at Exeter Financial LLC.
He is also the 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, he currently has the following professional credentials: Certified Investment Management Analyst (CIMA), General Securities Representative (Series 7), Investment Advisor (Series 65), Uniform State Law (Series 63), General Securities Principal (Series 24), as well as Life and Health Insurance.