Sound Advisory Group

New Haven, CT

imageStephen Fordyce, CFP® Senior Partner, Managing DirectorStephen is a Senior Partner and Managing Director at Snowden Lane Partners, where he provides advisory, brokerage, and investment management services to Snowden Lane’s wealth advisory clients. Stephen joined Snowden Lane in 2013 after 20 years at Merrill Lynch, where he specialized in meeting the unique needs of affluent individuals and families. Stephen’s responsibility on the team includes providing financial planning expertise. Stephen holds the Series 7, Series 31, Series 63 and Series 65 licenses. He also holds the CERTIFIED FINANCIAL PLANNER™ designation awarded by the Certified Financial Planner Board of Standards, Inc. He is a graduate of Middlebury College with a BA in Economics and an MBA in Finance from Sacred Heart University in Fairfield, CT. He currently lives in Killingworth, CT with his three daughters: Kayla, Kylie and Jillian.