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Stephen M
Series 63, Series 65
Harrisburg, PA
AE Wealth Management, LLC
Stephen Myers is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 designations and 23 years of industry experience. He has worked at several firms, including Reverent Asset Management, ProEquities, Inc., KCA Wealth Management, and 1847 Financial. Outside of his advisory roles, Myers is a co-founder of Reverent Asset Management, where he is involved in the sale of fixed life insurance, annuities, and long-term care products, and he also sells home and auto insurance to friends and family. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach that combines model portfolio solutions, discretionary asset management, financial planning, and consulting services, supported by an internal Investment Consulting Group and programs licensing models to other RIAs.
Dylan W
Series 66
Harrisburg, PA
AE Wealth Management, LLC
Dylan Warfield is a Series 66-licensed financial advisor with six years of industry experience. He is currently associated with AE Wealth Management, LLC and Reverent Asset Management, LLC, where he also serves as co-founder involved in insurance sales. His prior experience includes roles at ProEquities Inc, KCA Wealth Management, LLC, and Basildon Financial, LLC. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining multiple model portfolios and discretionary management, supported by an internal Investment Consulting Group and programs licensing models to other RIAs.
Austin A
Series 65
Harrisburg, PA
AE Wealth Management, LLC
Austin Albright is a financial advisor at AE Wealth Management, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Reverent Asset Management LLC, Solaris Health Holdings LLC, Select Medical, and Penn State Harrisburg’s Center for Survey Research. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a broad range of clients, including individuals, corporations, trusts, and ERISA plan sponsors. The firm uses discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements.
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