Stephen R Pratola
Senior Wealth Advisor, Cadaret Grant & Co., Inc.
Stephen is a Senior Wealth Advisor at Cadaret Grant & Co., Inc. who is working in partnership with American Investment Planners, LLC. (AIP). Stephen brings over thirty years of experience in the financial services industry. Throughout his career, he has held various roles, including sales assistant, financial advisor, OTC trading desk and program manager. Prior to joining AIP, he served as Managing Director, Head of Technology Delivery Management and Analysis for Field and Client Technology for Broadridge and successfully managed a team of over 800 professionals at Morgan Stanley.
Stephen's unwavering focus on customer service and the needs of his clients helps set him apart from other financial professionals. He believes in putting the client first and customizing solutions to try to achieve the most productive outcomes for them. Building strong, trust-based relationships is his passion, and he leverages these connections to strive for achievable and successful outcomes. Stephen’s professional and personal philosophy emphasizes the importance of motivation, hard work and open and honest communication with clients.
Beyond his professional commitments, Stephen is passionate about giving back and helping others. He actively donates to various organizations and continues to mentor individuals who have worked with him over the years. Sports have also played a significant role in Stephen's life, as he has spent over 12 years coaching and is an avid golfer.
Stephen earned his Bachelor's degree in Textile Management from North Carolina State University. He holds licenses including the Series 7, 66 and Insurance licenses.
Securities and advisory services offered through Cadaret, Grant & Co., Inc., a Registered Broker-Dealer and Registered Investment Advisor, Member FINRA /SIPC. American Investment Planners, LLC. and Cadaret Grant & Co., Inc. are separate entities.