Stephen Martin began his career in the financial services industry in 2010 as a financial advisor with a regional broker dealer/RIA in Memphis, TN. After 4 years of building a successful practice in Memphis, Stephen was recruited to Birmingham, AL to be a part of Sterne Agee’s asset management team. It was a team dedicated to transitioning transactional assets to an actively managed fee based platform.
In 2015, Stephen made the leap to wholesaling with Massachusetts Mutual Life Insurance Co., better known as MassMutual. As brokerage director for MassMutual, Stephen doubled his territory’s production in just under two years. He accomplished this by providing his advisors with advanced planning concepts utilizing life, disability income, and long-term care insurance.
Stephen still holds his series 7, series 66, life and health insurance licenses, which help him keep up with constant changes in the financial services industry. Stephen believes his experience as a financial advisor helps him better relate to his audience of advisors, therefore, helping add value to their practice as they continue to serve their clients’ needs.
Stephen is originally from Tupelo, MS. He attended the University of Mississippi where he received a degree in Managerial Finance. In Stephen’s free time, he enjoys cooking in the Memphis in May’s annual BBQ Festival, attending Ole Miss sporting events, golfing, spending time with friends and family. He is also a member of the Vestavia, AL Chamber of Commerce and an active member in the Phoenix Club, a club dedicated to raising money for their local Boys and Girls club.