Meet the Investment Team Stephen Skokos, CFP®, MSFE
Wealth Advisor
Stephen Skokos is a wealth advisor servicing the St George area. He’s been with Mountain America Investment Services since 2008.
In 2022, Stephen was recognized by Forbes as one of the Top Next-Generation Wealth Advisors in Utah. Stephen believes people are at the heart of what we do. He works with his clients to evaluate their complete financial picture and assists in bringing it in line with their future goals. His holistic approach encompasses debt management, saving and investment strategies, and estate planning.
Stephen also helps clients with automated investing solutions like our guided wealth portfolios. Click here to get started.
Stephen is a CERTIFIED FINANCIAL PLANNER™ and manages high net worth clients and estates. Stephen is an alum of the University of Utah and has a master’s degree in finance and economics. Stephen has lived in China and New Zealand and is proficient in Mandarin Chinese. Before joining Mountain America Investment Services, he worked as a consultant for the U.S. Commerce Department in Shanghai, China, promoting American interests abroad.
Stephen is an outdoor enthusiast and enjoys mountain biking, hiking, snowboarding and camping with his family. Stephen and his wife have four children. They live in St. George.
Branches served
St. George: 3050 EastCONDUCT BACKGROUND CHECK
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May Lose Value |
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