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Our financial advice team


Stephen Sayers

Stephen Sayers

CFP®, CRPC®, CFS®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Rice, Sayers & Associates
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Small Business
  • Charitable Giving
  • Family Finances
  • Saving for Education

Interests

  • I enjoy baseball, football, hiking, reading and travel.

Awards & recognition

  • Ameriprise Circle of Success, 2004-2011, 2013-2017, 2020
  • Five Star Wealth Manager, 2012, 2014

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CFS® Certified Fund Specialist
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • St. Vincent dePaul College, BA, 1976
  • Gregorian University, STB, 1979

Professional associations

  • Financial Planning Association

Community participation

  • I believe in giving back to my commuity. I am currently involved with the Family Guidance Center, a non-profit organization located in Hickory that meets the needs of the community in three areas - Consumer Credit Counseling, Domestic Violence and Individual and Family Counseling. I have previously served on the Boards of the Catawba County Mental Health Services and Hickory Christian Academy.