Edward Jones - Financial Advisor: Stephen Spaulding IV

Edward Jones - Financial Advisor: Stephen Spaulding IV I collaborate with them and their tax and legal professionals so wealth stays aligned with values, goals, and legacy across generations.

As a financial professional based in Park City, Utah holding the CPWA®, CFP®, ChFC®, and RICP® advanced designations, I am equipped to provide comprehensive planning and sophisticated strategies to high net worth families, executives and business owners. Through a disciplined, collaborative approach, we provide clarity and confidence for complex decisions—often during transitions—designed to stand

the test of time. I joined Edward Jones because the company shares my values and dedication to doing the best for our clients. This is a commitment I live up to every day. My wife, Andrea (who I met freshman year of college), and I have two amazing young adult children - a son with autism and a musician daughter. We moved to Park City in 2012 from the New York City area, where I lived for many years after having grown up in California. Since coming to Park City, I have been actively serving in the community with Sunrise Rotary, the Park City Community Foundation, the Summit County Clubhouse, the Alzheimer's Association and various county advisory committees. In addition, I volunteer personal time at work in roles as a mentor, coach and trainer. In my free time, you can find me hanging out with my family or playing on the pickleball court, the curling sheet, and the mountain slopes. My team includes branch office administrator Sarah Stembridge. Sarah works hard to take care of all your administrative needs and is dedicated to providing a 5-star experience. She grew up in Coalville and now lives in Peoa with her husband, Bailey, their two boys, Barrett and Wyatt, and hound Molly. Sarah likes to spend time with family and together they enjoy camping and ATV trail riding. Member SIPC.
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