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Steven G

CFP®, Series 66

McDonough, GA

LPL Financial

Steven Gillespie is a CFP® professional affiliated with LPL Financial, with 16 years of industry experience. He has been with LPL Financial since 2014 and also works with Delta Community Credit Union. Gillespie holds additional roles involving retirement and investment services and non-variable insurance related to the credit union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, with a broad platform supported by technology and a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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