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Stephen Tosha’s Career Involves Building Wealth for His Clients’ Benefit

February 18, 2020

Stephen Tosha

Stephen Tosha has been a financial and wealth advisor for several years now, but his earlier years in the business world certainly served to advise his later work as a financial specialist. He spent 29 years working with Verizon, where his responsibilities included finance, treasury, sales, operations and business development. His stint at that company included constant promotions to positions of increasing responsibility, until he retired as a senior manager of business development from that company at the age of 46.

Among Stephen Tosha’s greatest joys in his career and in his life in general comes with meeting with new prospective clients and showing them several ways in which he can help them realize their financial goals, whatever they may be. Stephen gains great pleasure from guiding all of his clients through the wealth management process, and he strives to create a mutual understanding of what it will take to achieve their goals. Depending on the individual, family, foundation or non-profit he’s working with, those goals can include retirement income, education funding, creating a financial legacy or a goal unique to that individual.

Stephen Tosha as always possessed a desire to give back to the community, wherever he he finds himself. That explains why he has a Master’s degree in Non-Profit Management, which he earned from New York University. In addition to his long career with Verizon, Stephen Tosha also served as CEO and executive vice president for a Dallas non-profit and in his spare time he continues to work with non-profits and foundations to help them build and maintain wealth and still manages the investment of that initial endowment as well as others. In 2011 he was recruited by Morgan Stanley and invited to serve as a financial advisor. During his five years there, he worked with clients, he was named Vice President, Senior Vice President and Portfolio Manager. He joined Merrill Lynch at the end of 2016.