Riley A. Stephenson, who works with the Decision Point Wealth Consulting team at UBS Financial Services Inc. in Wilmington, recently received his certified financial planner (CFP) designation after hours of rigorous coursework and preparation.
Stephenson has worked with the Decision Point Wealth Consulting team since 2015 and serves as a wealth strategy associate. He works with the team’s clients and their families to assist them in helping reach their financial goals, according to a news release.
Stephenson graduated from the University of North Carolina Wilmington, where he earned a bachelor's degree in business administration from the Cameron School of Business.
The Decision Point Wealth Consulting team helps families navigate the complexities of wealth, through building, managing, and transitioning to subsequent generations, the release stated.
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