Kephalos Wealth Management

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.


Advisors

Advisor photo for Peter Stephanatos

Peter Stephanatos

Private Wealth Advisor

Visit Peter Stephanatos's website
Advisor photo for Manoda Chauhan

Manoda Chauhan

Financial Advisor

Visit Manoda Chauhan's website


Team

Nicole Adaniya Allen

Nicole Adaniya Allen

Client Service Manager

Qualifications

  • 2005 - Present, Ameriprise Financial Services, Inc.
  • 2000-2005, American Express Financial Advisors, Inc.
  • Masters Degree, Duke University
  • Bachelors of Arts, Columbia University (Columbia College)
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Caesar Silvestro

Administrative Assistant

Glenn (Garrison) Allen

Intern