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Stephen Murawski

Advisor at Thrivent Investment Management

Updated today
Thrivent Investment Management logo

Firm

Thrivent Investment Management

Location

Newark, NY

Credentials

Series 66

Industry experience

3 years

Client services

Financial planning Portfolio management

Work history

Thrivent Financial

2023 - Present (3 years)

Thrivent Investment Management Inc

2022 - Present (4 years)

Retired

2021 - 2022 (1 year)

Village of Newark

2006 - 2021 (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

William D

Series 63, Series 66

Geneva, NY

Fidelity

Bill Dean is the Vice President, Wealth Planner at Fidelity Investments. In this role, he collaborates with clients to develop financial plans tailored to their family's specific needs, emphasizing trust, communication, and a clear understanding of their goals. Bill has a comprehensive background at Fidelity Investments, having held various positions since 2010. His career progression includes roles as Financial Representative, Investments Solutions Representative, Investments Representative, Financial Consultant, Vice President Regional Planning Consultant, and currently Vice President, Wealth Planner. This experience contributes to his expertise in wealth planning and financial consulting. Outside of his professional work, Bill enjoys cooking and baking, participating in family activities, fitness, football, outdoor adventures, and traveling.

Wealth management

Brent A

Series 63, Series 65

Canandaigua, NY

Edward Jones

General retirement planning Retirement income strategy General estate planning guidance Multi-generational wealth transfer

William M

Series 63, Series 66

Farmington, NY

Fidelity

William Morris is a Financial Consultant at Fidelity Investments, where he has worked since 2011 in various roles. His current position involves collaborating with clients to understand their financial goals and assessing their progress towards these goals. He utilizes Fidelity's resources and his experience to develop financial plans aimed at maximizing clients' fulfillment throughout their lives. Prior to his current role, William has held positions including Retirement Solutions Representative, Central Relationship Manager, Investment Solutions Representative, Premium Relationship Associate, College Planning Specialist, and Securities Trader, all within Fidelity Investments. This progression reflects over a decade of experience in financial services, with a focus on investment and retirement planning. No specific information about William's educational background or personal interests has been provided.

General retirement planning Retirement income strategy Income planning College savings (529s, UTMA, etc.) Cash flow / budgeting

Agostino C

Series 66

Macedon, NY

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Military & Veterans Executive Founder/Business Owner Public Service Employee

Timothy B

Series 66

Canandaigua, NY

Fidelity

Timothy Bay is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2020, previously serving as an Investment Consultant from 2022 to 2024, a Relationship Manager from 2021 to 2022, and a Financial Representative from 2020 to 2021. Prior to joining Fidelity Investments, he worked as a Financial Professional at Equitable Advisors from 2019 to 2020. Timothy focuses on helping local clients develop financial plans tailored to their priorities. He emphasizes a dedicated and trustworthy approach to assist clients in growing, protecting, and maintaining their wealth, aiming to provide them with confidence in their financial strategies. Outside of his professional work, Timothy has interests in fitness and football.

Wealth management Financial Professional
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Joseph O

Series 63, Series 65

Newark, NY

O'Haver Wealth Management, LLC

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