Steven Albritton is a CFP® professional with 25 years of industry experience, currently serving as Senior Vice President and Financial Advisor at Concurrent Investment Advisors, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wells Fargo Advisors. He is also CEO of Stella Maris LLC, an operating company used for tax purposes.
Concurrent Investment Advisors provides wealth management, financial planning, and retirement services to individuals, families, businesses, and retirement plans. The firm serves over 10,000 clients with approximately $9.9 billion in assets under management, employing a long-term investment approach with customized portfolios that include ETFs, mutual funds, individual securities, and alternative investments.