John Stephens knew from a very young age that he was going to have a career in the financial industry. Fascinated by the way you can alter your financial reality; John was empowered to make a career doing what he loves. It’s no surprise that John is an esteemed wealth management advisor and Managing Partner at Shoreline Wealth Management.
John’s career started in a large banking firm and has successfully progressed for over a decade. Making the move into independence with David Crossan to launch their new independent wealth management firm was rooted in their shared vision: to go to a place where he had the freedom and flexibility to create an even brighter future for his clients and team.
John understands the full spectrum of what it takes to build one’s wealth from the ground up. His approach to all clients is finding solutions to their financial circumstances and guiding them to make informed decisions. John is inspired on a daily basis to help his clients not just for today but for the rest of their lives.
A genuine communicator, John takes his time to not only understand who his clients are but also what they are ultimately trying to build with their wealth. He is committed to improving the lives of his clients. He simplifies the complex financial process for them and provides strategies that are customized to their specific needs and stage in their life.
Graduate from Pennsylvania State University, John earned his Bachelor degree in Finance and Economics. Born and raised at the shore, it has always been his sanctuary where he enjoys boating, playing golf and spending time with family and friends at the beach. John is also an avid sports fan and has a deep rooted fandom of all Philadelphia sports teams.