Stephen A. Clagett
Vice President, Branch Manager
Contact Stephen Clagett

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Stephen joined the group in the spring of 2007. He works with both the administrative and portfolio management teams. Stephen prepares client and internal reports, works with client asset transfers and consolidations and as a Series 7 securities registration holder, he aides in the transaction of securities. Additionally, Stephen helps with the organization, design and creation of the group’s Market Mover newsletter,, as well as other marketing materials.

Stephen graduated from the University of Maryland in 2010 with a bachelor’s degree in economics. Outside the office, Stephen is a technology and car enthusiast who enjoys keeping an active, outdoors, lifestyle while spending time with his family and friends.

Focus Areas:

  • Marketing design and organization
  • Assisting clients with liability management
  • Consolidation and transfer of client assets
  • Securities trading assistance
  • Client meeting preparation and organization

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Follow me on Twitter @ S_FritzClagett

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