Broker Check
Stephen MinconeFinancial Advisor

Stephen Mincone

Financial Advisor

Woodbury, NY; Charlotte, NC; Corporate Headquarters - Port Jefferson

With over a decade plus of financial advisory experience, Stephen Mincone employs a personalized approach when empowering his clients through helping build their financial futures. His expertise lies in crafting customized financial plans that encompass investments, retirement strategies, tax optimization, estate planning, and risk management.
Stephen knows that the foundation of any financial plan is a strong, trust-based relationship. What distinguishes him is his unwavering commitment to comprehending each client's unique financial aspirations & evolving financial landscapes.
As a former NCAA Golfer, Stephen brings a unique blend of strategic thinking and discipline to the table when guiding clients through the intricacies of risk-reward scenarios, much like the precision demanded in golf.
Outside his financial career, Stephen actively engages in his local church, embodying his deep devotion to his faith. To this day he remains connected to his passion for competitive golf, and enjoys pursuits like fishing, culinary arts, and exploring new destinations with his wife, especially when visiting family in both Charlotte, NC, and Florida.
As a Financial Advisor who marries personalized financial solutions with precision, Stephen Mincone is your trusted partner on the path to financial security and prosperity.