SBT Investment Services, Inc.’s Financial Advisors are registered representatives of LPL Financial, member FINRA/SIPC. They offer you and your family or your business and employees professional investment advice and personalized service. Whether you are planning for your retirement, saving for a child's education or need to develop an estate plan, they can help you create or refine a personalized strategy to meet your specific goals. Ms. Stevens is available to meet with you at any of our branches.
 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
- Connecticut Investment Advisor Representative
- NASD General Securities Principal
- NASD General Securities Representative
- Uniform Securities Agent State Law Exam
- Merrill Lynch Advanced Financial Planning
- Merrill Lynch Certified Financial Manager
- National Commodity Futures Exam
- Connecticut Health and Life Registration
- Connecticut Partnership for Long Term Care Certification
Professional Experience
Ms. Stevens joined The 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:
*Securities and Insurance products offered through LPL Financial and its affiliates, Member FINRA/SIPC:
| NOT FDIC INSURED. |
NO BANK GUARANTEE. |
MAY LOSE VALUE. |
| NOT A DEPOSIT. |
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. |
Warning: Electronic mail is transmitted to The 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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