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Nathan L

Series 65

Fairhope, AL

STM Asset Management LLC

Nathan Lippincott is a financial advisor at STM Asset Management LLC with 10 years of industry experience and holds a Series 65 designation. In addition to his advisory role, he is the owner of Knockout Home Inspections and serves as the pastor at Grace Bible Church. He is also the owner of Steadfast Insurance, LLC, a property and casualty insurance agency. STM Asset Management provides investment supervisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $52.7 million for around 493 clients. The firm offers tailored portfolio management using ETFs, mutual funds, and individual equities, with regular account reviews and client reporting.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Sean M

Series 63, Series 66

Fairhope, AL

STM Asset Management LLC

Sean Mcclay is a financial advisor at STM Asset Management LLC with 19 years of industry experience. He has been with STM Asset Management since 2009 and holds Series 63 and Series 66 designations. STM Asset Management provides investment supervisory services for individuals, pension and 401(k) plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $56 million in assets for around 500 clients, tailoring portfolios based on risk tolerance and time horizon using technical, fundamental, and cyclical analysis.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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