Stephen Von Clausburg

With over 30 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals. I began my financial services career as a Trust Officer with JPMorgan. In 1996, I joined US Trust Bank of America Private Wealth Management, where I worked for 17 years. I then moved my financial practice to Wells Fargo Advisors in Hilton Head Island. I have served Hilton Head Island area investors for 24 years and look forward to helping them meet their financial goals for many years to come. I have earned a Bachelor's degree in Accounting from Franklin University. In addition to applicable securities registrations, I am a graduate of Midwest Bankers Association Personal Trust and Fiduciary Taxation Schools. Away from the office, I also enjoy golf and am an active member of The Golf Club at Indigo Run.