MIDDLETOWN, CT – Sophie Stevens has joined Liberty Bank Investment Services, headquartered in Middletown, CT, as Vice President, Investment Services, and a Raymond James Financial Advisor, following their recent merger with Simsbury Bank & Trust. She has over 30 years of experience in the financial services industry also as a Financial Consultant with Merrill Lynch and Smith Barney.
“I am excited to join the Liberty Bank Investment Services team and partner with the esteemed professionals at the Bank’s Investment division and Raymond James,” says Stevens. “Their wide range of investment products and resources will allow me to continue offering extended capabilities and superior customer service.”
Stevens offers comprehensive financial planning services, specializing in investment management, retirement and estate planning. As a member of the Liberty Bank Investment Services team, Sophie covers the towns of Avon, Bloomfield, Granby, Simsbury and West Hartford. She is a trusted financial professional and partner, providing the knowledge and expertise clients need to make educated financial decisions when planning for the future.
“Sophie’s customer-first approach, expertise, and long list of accomplishments bring high-quality insight and the highest level of support to our team and clients,” stated Jill Honeycomb, First Vice President, Investment Services Manager and Branch Manager with RJFS.
Liberty Bank Investment Services has teamed up with Raymond James for over 20 years. Their expertise includes: retirement, legacy and estate, trust and charitable giving, tax planning, small business, and insurance and protection planning. Liberty’s Investment Services professionals emphasize the importance of counseling, identifying needs and concerns, and building a customized financial plan designed to help meet long-term financial goals.
Stevens has her Connecticut Partnership for Long Term Care Certification, among other accreditations. She currently resides in Avon. She is a member of the Simsbury and Avon Chambers of Commerce. Formerly, she was the Co-President and on the Finance Committee for Interval House, Hartford.
To reach Sophie Stevens or the Liberty Bank Investment Services Team, more information can be found at www.liberty-bank.com/retirement-planning-CT; call (888) 570-0774; or use the contact page.
About Liberty Bank
Established in 1825, Liberty Bank is Connecticut’s oldest bank, with over $5.8 billion in assets and 60 banking offices throughout the central, eastern, western and shoreline areas of the state. As a full-service financial institution, Liberty offers consumer and commercial banking, home mortgages, insurance, and investment services. Named ‘Top Workplace’ by the Hartford Courant for eight consecutive years, Liberty maintains a longstanding commitment to superior personal service and unparalleled community involvement.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not deposits, are not insured by the FDIC or any other government agency, are not guaranteed by nor obligations of the bank, and are subject to risks and may lose value. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Liberty Bank and Liberty Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services.