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As
my financial advisor, Jonathan Stearns
has handled my personal investments as
well as the retirement plan for my
business for several years now. I rely
on his expert advice and sound judgment.
His approach is to assess your financial
objectives and find excellent, high
quality choices for your portfolio. He
then periodically reviews and
systematically monitors your
investments.
I
am confident when I refer Jonathan to my
clients and friends. He does a truly
outstanding and professional job. |
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Donald Tripp
President
Dudley & Borland
Insurance Agency |
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The
Company |
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Stearns
Wealth Management LLC is an independent
wealth management firm located in the
heart of Brookline Massachusetts.
Stearns Wealth Management LLC was
founded on the principals of honesty,
independence, experience, and trust. We
understand that affluent business
owners, executives, and their families
require expert advice and strategic
guidance to prepare for the future. As a
firm, our goal is to provide the highest
quality advice and personalized service
our clients need in order to achieve
their financial goals and dreams. Our in
depth understanding of our clients’
needs and our desire to build long-term
relationships built on trust is what
sets Stearns Wealth Management LLC
apart. |
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LPL Financial
LPL Financial is the largest independent
brokerage firm in the United States
based on total revenues as reported in
Financial Planning magazine, June 1996 -
2008. LPL
Financial provides unbiased research,
leading-edge technology, training and
non proprietary solutions to Stearns
Wealth Management LLC.
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Jonathan R. Stearns,
President |
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Mr. Stearns founded Stearns Wealth Management LLC, and currently serves as
the firm’s President. Mr. Stearns has over 9 years of financial and
insurance services experience. Prior to founding Stearns Wealth Management
LLC, Jonathan spent 4 years managing the Brookline office of a
multi-national investment company. Mr. Stearns is a very active business
owner and resident within the Brookline community. Jonathan is the
President of The Bookline Chamber of Commerce, and currently sits on a
number of boards including The Brookline Rotary. Jonathan is also active in
a number of local non-profit organizations that help support the greater
good of the local community.
Mr. Stearns is a graduate of the Business School at Northeastern University
where he earned a degree in Finance and Investment Management. He currently
holds his series 7, 24, 63, and 66 securities registrations and is life and
health insurance licensed. Mr. Stearns is a Registered Principal and an
Investment Advisor Representative. He is currently pursuing his CFP and
AAMS designations.
Jonathan has been married for 5 years to his best friend and high school
sweet heart Leah. Leah and Jonathan currently reside in Brookline.
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