Stephen Grochol

Experience

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  Allstate

  Apr 2000 - Jun 2008

  Insurance Agent

  Licensed Insurance Agent

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  New York Life Insurance Company

  Jun 2008 - Sept 2009

  Relationship Manager

  Life insurance agent

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  Lenox Advisors

  Sept 2009 - Jan 2015

  Relationship Manager

  Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients. As your advocate, we take the time to deeply understand your goals and values and then develop strategies to help protect and preserve your wealth.Backed by a team of highly trained professionals, our advisors have access to a broad range of financial solutions to assist you:Financial PlanningAsset ManagementInsurance & Risk ManagementEmployee BenefitsExecutive BenefitsBy building comprehensive plans where all the elements are working in unison, we can help you achieve what matters most — a strong financial future for you and your family. Show less

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  Merrill Lynch

  Jan 2015 - Sept 2016

  Financial Advisor

  My responsibilities included portfolio management, insurance and retirement plans for small to mid-sized businesses.

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  SageCrest Wealth Management

  Sept 2016 - now

  LPL Financial Advisor

  We help families and private business owners make smart decisions to maintain their financial independence and dignity.Registered representative and investment advisor representative with Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financial Services, Inc. member FINRA/SIPC. SGC Financial and Insurance Services is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.