Who We Are
 
Financial Advisor LLC is an independent Investment Advisory firm providing consulting, educational and investment management services to institutional and private investors. Financial Advisor LLC was founded by corporate and private bankers with highly successful track records. Although Financial Advisor LLC is a young company, our principals offer many decades of experience and a shared commitment to the Financial Advisor LLC vision of exceptional performance and service.

At Financial Advisor LLC, every client account is closely managed by a principal. The frequency of our contact varies with each client's needs and preferences, but it's not uncommon for us to interact with a client several times a week. For all of us at Financial Advisor LLC, the close, warm and trusting relationships we enjoy with our clients are tremendously rewarding.

Our Team
 
Please click below for individual profiles of the Financial Advisor LLC leadership:
 
John Smith, Founder and Managing Director
Bill Johnson, Founder and Managing Director
Steve Clark, Director of Operations
Jane Stevenson, Senior Associate, Client Services
Craig Dobbs, Financial Planning Associate
Katie Cook, Director, Client Services
Duncan Lock, Senior Associate, Client Services
Sandra Stetson, Director of Financial Planning
Carl Stewart, Senior Portfolio Analyst
Robert Vess, Chief Investment Officer