Private Wealth Management

Steve Ghelardini

Senior Vice President

Direct: (803) 343-0102

Philosophy & Approach

With over 35 years of experience in the financial services industry, Steve joined Stephens as a Senior Vice President in the Private Client Group in 2010.  In this role, he co-partners the Ghelardini Frerichs Group, which is responsible for advising clients in all aspects of their wealth management needs.  The group includes Steve’s partner, Brian Frerichs, daughter and Financial Consultant, Lauren, and Becky Langley, the team’s sales assistant. With over 65 years of experience among them, the team brings deep investment management expertise to clients. “We strive to add value to our clients’ lives by helping them manage their financial affairs using basic fundamental principles of investing,” says Steve. ”We seek to communicate those principles to our clients in a simple, commonsensical manner so that they understand and are a part of the investment process.”

Experience & Education

Before coming to Stephens, Steve was a Vice President and financial advisor at The Robinson-Humphrey Co., later to become a part of Morgan Stanley.

Steve holds a Bachelor of Science in Accounting from Western Illinois University and an MBA from the University of Alabama.  He furthered his education by attending Stephens University, an advanced wealth-management program offered through Wake Forest University. 

Personal

Steve and his wife, Gail, live in Lexington, South Carolina.


You may obtain information regarding the background of our Financial Consultants by viewing their bio and by searching for them on the Financial Industry Regulatory Authority’s Broker Check website: www.finra.org/brokercheck

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