Stephen Fletcher is a Principal and Lead Financial Planner, responsible for successfully maintaining client relationships, developing and implementing financial plans and investment recommendations while overseeing the planning team. His expertise in trust and wealth management aids when advising clients with high-level financial and investment, tax planning, retirement planning, and estate planning needs. Before joining EVO, Stephen worked in North Carolina with BlueSky Wealth Advisors as a Senior Wealth Advisor and Director of Advisory Services. Stephen oversaw the advisory team of 12 and was responsible for maintaining key client relationships, advisory standards and planning practices