Vimvest Celebrates an Exciting New Addition to Their Growing Team

Stephen McLeod is the newest member to the Vimvest family.

With over 20 years of experience working with Registered Investment
Advisors (RIA), Stephen McLeod directs all of the activities related to advisors seeking to simplify, amplify, and solidify their businesses through Vimvest’s financial technology offering. Throughout his career, Stephen has consistently been a part of developing business strategies and executing plans for the evolution and growth of advisory firms.

Stephen’s experience in the financial services industry and success in business is a result of his consultative relationship management manner, authenticity, and reliability. His acute and innate ability to build a partnership and friendship with clients attributes to his success. He has worked with advisory firms of all sizes to tailor complex business activities and deliver a comprehensive infrastructure that fuels an advisory firm’s evolutionary growth in today’s marketplace.

Prior to joining Vimvest, Stephen worked closely with the police and fire pension funds in the state of Illinois for several years and spent over two decades with Charles Schwab Advisor Services working with institutional financial advisory firms. He is registered with FINRA as a registered representative of the firm.

As a result of his experience, Stephen has been trusted to work with advisors across the country to solve and propel the growth of their firms. We are thrilled to have him join our team and we are certain that his expertise will help us reach our next milestones.

About Vimvest: Vimvest is a financial technology and advisory company. Their offices in Sarasota, Florida facilitate a full development staff for their mobile application, also called Vimvest, which is available on Apple and Android devices and allows users to invest in the long-term, save for the short-term, and give to their favorite charities. Beyond that, they provide white glove financial services to retirement age clients and continue to develop new ways to enable other independent financial advisors to do the same. Put simply, Vimvest is an end-to-end financial experience that provides products and services for people of all ages.