23
Years of Industry Experience
6
Years with Neuberger Berman
Stephen P. Polizzi, Senior Vice President, joined the firm in 2017. Stephen is the Director of Wealth Planning for Neuberger Berman. Having been in the financial services industry for over 20 years, Stephen has been employed by some of the largest financial and investment services companies in the industry including Morgan Stanley, ING, Transamerica and Raymond James Financial Services.
Stephen has been a Certified Financial Planner since 2008, specializing in working with high net worth households in the areas of retirement, investment, risk management, education and legacy planning.