About Stephen Ashworth
Stephen joined Morgan Stanley as a financial advisor in 2013 and has been in the industry since 1999. Stephen earned his Bachelors of Social Science degree from Xavier University, thus providing him with the knowledge and educational background to start his career in the financial services industry.
Stephen manages investment portfolios for individuals and act as an advisor on qualified retirement plans, as well as trusts, foundations, endowments and large, medium and small companies in the Cincinnati area as well as around the United States. His past experience has also provided him the knowledge and experience needed to understand the complex needs and challenges of advising college and professional sports coaches and professional athletes in various stages of their career. He strongly believes in the team approach to servicing his clients. His belief that having the Financial Advisor, Staff/Board Members, Attorney, CPA, Agent and other interested parties working together as one allows the client to feel as though their investment program is being tailored and monitored in a way as to provide flawless adherence to their investment objectives. He also provides in-depth personal attention, financial and estate planning strategies and service to his clients.
When Stephen is not serving his clients, he enjoys spending time with his wife and two golden retrievers as well as traveling, golf and supporting Xavier University athletic teams.
Securities Agent: WI, WA, OR, IL, MD, NM, NC, MN, AL, SC, ID, CA, OK, NJ, CO, LA, FL, AZ, TN, VA, TX, OH, CT, PA, NY, IN, GA, WV, MO, KY; General Securities Representative; Investment Advisor Representative
NMLS#: 1279112