Stephen Mazer is a Senior Wealth Manager who focuses on helping clients intelligently plan for future financial goals. His expertise lies in taking complicated investment concepts and making them easier for clients to understand and apply to their lives. Just following government or industry prescriptions may not be appropriate for every client's situation. Stephen enjoys working with families to better connect their financial decisions and actions with their life philosophies. He is committed to helping clients have a more complete understanding of their financial plan as an important way to improve overall investment satisfaction.
Prior to joining SageView, Stephen was a valuable member of the United Income/Capital One Investing Wealth Management team that was acquired by SageView in 2022. In 1993, Stephen began his career in financial services as a stockbroker for AG Edwards and Sons in Fort Worth, Texas. From 1995 - 2008, he stepped out on his own leading several entrepreneurial ventures. Stephen returned to the financial services industry in 2008 with a broader sense of what is important to clients. These prior experiences culminated as a Premier Relationship Manager for HSBC Bank, where he was recognized for his success as the top US PRM at the 2018 Circle of Excellence award ceremony in Paris, France.
Stephen received his BA from the University of Texas at Austin and currently resides in Annapolis, Maryland.