Edward Jones - Financial Advisor: Stephen J Schweigart, CEPA®|AAMS®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax planning

About

Stephen J Schweigart is a financial advisor based in Sarasota, Florida, affiliated with Edward Jones. He provides personalized financial planning and investment guidance, focusing on helping clients prepare for retirement, save for education, and engage in tax-smart investing. Stephen holds the Certified Exit Planning Advisor (CEPA®) and Accredited Asset Management Specialist (AAMS®) designations, which enhance his ability to serve clients effectively. His practice is dedicated to individuals and families seeking to achieve their financial goals through face-to-face consultations.

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