Aaron Stevens CFP®
Focus
Aaron began his professional career in wealth management in 2007 with the conviction that everyone needs a solid plan to address their financial goals and to help protect themselves and their families from the unexpected. He strives to put as much emphasis on the relationship as he does on the quality of the advice. Aaron realizes that the strength of his practice is solely and individually noted by the confidence of his clients.
Background and Experience
For over a decade Aaron has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Aaron has dedicated his career to delivering the personalized investment planning services his clients deserve. Aaron began his career as a Financial Advisor with Wells Fargo Advisors in Delray Beach, where he developed his fundamental investment knowledge. He joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors, in 2007 and provided personalized financial advice for individuals and families. In 2015, Aaron earned the CFP ® certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements.
Aaron’s passion for learning doesn’t end there. Growing up in a small town as the oldest of six he moved to Florida to attend college. After earning his bachelor’s degree at Florida Atlantic University, he moved to Hawaii where he lived for 5 years. After island life, he settled back in Delray Beach and almost 15 years later still loves all that South Florida has to offer.
Now, as a partner at Stoic Financial, Aaron continues to offer personalized service and caring attention, with the strength of LPL Financial behind him. This empowers him to advise his clients with honest financial advice without the multitude of conflicts that are so characteristic throughout the financial industry. He takes great pride in the trust and confidence clients place with him.
Away from the office
Aaron spends his free time with his wife, Jennifer, an account executive, and their two daughters, Ava and Mackenzie. They like to stay active both physically and mentally, whether is enjoying CrossFit or spending time at the beach. Aaron especially enjoys playing golf, and traveling with his family.
Nelson Valerio
Focus
Coming from humble beginnings, Nelson understands the importance of having a solid financial road map. He strives to provide clients and their families, with a tailored and holistic approach to their financial journey. After a strategy has been established, he works together with the client to assist in pursuing their goals.
Background and Experience
Nelson has been in the financial industry for over a decade, providing sound guidance and advice, while building lifelong relationships with his clients. After several leadership roles with a Fortune 500 firm, he joined J.P. Morgan Chase in 2010, in New York, as a registered representative. An opportunity with Wells Fargo Advisors brought Nelson to the Palm Beaches. While with Wells Fargo Advisors, Nelson was consistently recognized for building outstanding client relationships.
Now, as a partner at Stoic Financial, Nelson continues to offer personalized service and caring attention, to each of his clients and their families. He takes great pride in the trust and confidence clients place with him.
Growing up in an immigrant family in New York City, Nelson learned the value of hard work and determination. Nelson attended Dowling College on Long Island, New York where he earned a bachelor’s degree in business management. Nelson has obtained his series 7 and 66 as well as the Life, Health and Variable Annuity registrations, held with LPL Financial. Nelson is fluent in both English and Spanish.
Away from the office
Nelson enjoys spending time out of the office with his wife, Allie, a Business Operations Consultant. As an avid world traveler, Nelson has visited over 50 countries, seeking experiences that connect him with people from different backgrounds and cultures in a personal way. To stay active, he enjoys cycling and running, as well as spending time with family and volunteering locally and abroad.
Peggy Kelleher
561-933-2117Focus
Peggy provides financial strategies based on each client’s unique needs and circumstances. She achieves this by getting to know her clients on an individual level, to develop a financial strategy that addresses their personal and business objectives. Peggy believes financial knowledge is invaluable and has an educational approach to her advice. She always ensures that each client understands their investment choices and strategy.
Background and Experience
For nearly two decades, Peggy has helped families and businesses with their financial needs. She proudly dedicates her time and effort, enabling financial peace of mind for her clients. Peggy began her career with UBS in Palm Beach, FL, gaining experience in both the insurance and securities sectors. After being recruited, she joined Morgan Stanley as a financial advisor, where she continued to assist clients with their financial strategies for over a decade. Her experiences provide her with a broad view of financial offerings, which she brings to her clients in a personal manner.
Seeking to expand her financial skillset, she successfully completed the Chartered Retirement Planning Counselor program (CRPC). This designation confirms that Peggy can create comprehensive assessments of individual's financial needs for retirement, while considering their retirement income sources, tax implications, and estate needs.
Throughout her career Peggy has weathered the ups and downs of the market and remained steadfast by her clients’ sides. Her personal desire for each client to succeed in their financial outcomes and legacies drives Peggy to go the extra mile. Now as a partner with Stoic Financial, she continues to provide financial strategies based on each client’s unique needs and circumstances.
Away from the office
Peggy spends her free time with her son Sean and her many friends. She supports local causes in the community by volunteering with several organizations from the Delray Library to disadvantaged youth, as well as the local arts and other local non-profits. She acts as a board member to the Kiwanis Club of Delray Beach and the Delray Beach Initiative. Peggy enjoys morning walks and cycle rides, sunrises at the beach, traveling with friends and family and getting to know her clients over a cup of coffee.
