Copyright © 2008 The Simsbury Bank & Trust Company. All Rights Reserved.
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 Sophie Stevens
Vice President of SBT Investment Services, Inc., Financial Advisor of LPL Financial*
You can reach Sophie by phone at (860) 408-5678 or by email at sophie.stevens@lpl.com. For your protection, please do not include personal information, such as Social Security Numbers or account numbers, in email messages.
Registrations and Accreditations
- LPL Connecticut Investment Advisor (Series 65)
- FINRA General Securities Principal Exam (Series 24)
- FINRA General Securities Representative Exam (Series 7)
- Uniform Securities Agent State Law Exam (Series 63)
- Connecticut Health and Life Registration
- Connecticut Partnership for Long Term Care Certification
Professional Experience
Ms. Stevens joined Simsbury Bank to establish our investment services capabilities in November 2000. She began her financial planning career as Certified Financial Manager with the Merrill Lynch Private Client Group in 1996. At Smith Barney from 1987 to 1996, Ms. Stevens was a Financial Consultant in investment management to individuals and corporations.
Sophie's focus is providing personalized service in investment, retirement and estate planning to individuals and businesses in the community.
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Important Information:
* The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Connecticut, Arizona, California, Florida, Maryland, Massachusetts, New Hampshire, New York, Rhode Island, Texas, Virginia, Washington.
Securities and Insurance products offered through LPL Financial and its affiliates.
A Registered Investment Advisor Member, SIPC/FINRA.
| NOT FDIC INSURED. |
NO BANK GUARANTEE. |
MAY LOSE VALUE. |
| NOT A DEPOSIT. |
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. |
Simsbury Bank and SBT Investment Services are not affiliated with LPL Financial.
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Warning: Electronic mail is transmitted to Simsbury Bank & Trust Company outside of our secured site via the World Wide Web. As such, you should avoid including any confidential information regarding your accounts or related activities including, but not limited to, account numbers, tax identification numbers, balances and specific transactions. Please contact us via letter or telephone if you have questions about or a specific request regarding your account(s) with us. |
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Equal Housing Lender