Deborah Marie Stouffer

Employer firm

Eversource Wealth Advisors, LLC CRD 286340

$5.10B regulatory AUM 51 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2019 → 03/2021
  Witt Financial
  Tucson, AZ
• 04/2006 → 06/2019
  Bridgeview Bank
  Bridgeview, IL
• 05/2023 → 08/2023
  Raymond James Financial Services, Inc.
  Green Valley, AZ
• 05/2023 → 08/2023
  Raymond James Financial Services Advisors, Inc
  Green Valley, AZ
• 08/2023 → Present
  Eversource Wealth Advisors, Llc
  Green Valley, AZ
• 03/2021 → Present
  W. F. Stevens Financial Advisors, Llc
  Green Valley, AZ

Previous Registrations

• 2023-05-31 → 2023-09-06
  Raymond James Financial Services Advisors, Inc
  Green Valley, AZ

Other Businesses

Office Manager for W. F. Stevens Financial Advisors with an address of 518 E Whitehouse Canyon Rd, Ste 110, Green Valley, AZ 85614. This is investment related. Ms. Stouffer began this position in March of 2021 and devotes approximately 80 hours per month during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2023-05-08

Other Names

• Deborah Marie Legatzke