Michael B. Stephens, CWS®

Managing Director

Full Bio

As a Managing Director, Mike is responsible for managing the portfolios of individual, family, and institutional clients as well as growing new client relationships.

Before joining Boston Financial Management in 2016, Mike was a Wealth Manager with Emerson Investment Management. He also worked for a boutique advisory firm performing a variety of duties, including managing client relationships, researching investment opportunities, and portfolio allocation.

Mike received his Bachelor’s degree from Columbia University and is a Certified Wealth Strategist®. He is currently a candidate for CFP® (Certified Financial Planner) certification.

Industry Accreditation & Affiliations

Boston Estate Planning Council

Haggle, Inc. – Board Member

Charitable & Community Involvement

Community Board for The Fund for Wellesley

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