Broker Check
Stephen R. Carmody, J.D.*

Stephen R. Carmody, J.D.*

Financial Advisor

Previous experience as a practicing attorney, with a specialty in estate planning, has allowed for Steve to be well versed in the many financial issues that people face today. Steve has practiced in the area of estate planning since 1987, and more particularly within the financial planning industry since 2001.

After earning his B.A. from the University of Notre Dame in 1984, Steve attended Saint Louis University School of Law, where he earned his J.D. in 1987. Steve then worked as an Estate Tax Attorney for the Internal Revenue Service. He began the private practice of law in 1989, which was largely focused in the specialty areas of estate planning, wills and trusts, and tax controversy. He remains an inactive member of the state bars of both the Georgia and Illinois, and continues to find his experience as a practicing estate planning lawyer invaluable in providing his clients with a heightened level of expertise and service.

Moving into the financial planning area, Steve joined AXA Financial Planning Center, where he was responsible for all estate financial planning for clients in all 50 states and Puerto Rico. He later joined the John Hancock Financial Network, where he was the Rookie of the Year as well as the Class A Leading Advisor.**

Focusing on estate planning strategies, and business and personal financial planning, Steve is adamant about helping his clients on the path to financial security. Steve believes that it is his obligation to help carry the financial planning burdens of his clients on his shoulders, in an effort to relieve them of a primary source of daily stress.

Steve resides in Canton, Georgia, with his wife, Tracy, and children: Clare, Patrick, Ryan and Adare. They are active members of St. Brendan the Navigator Catholic Church, where Steve serves as Parishioner. In his free time he enjoys an occasional round of golf, along with attending his children’s swim meets, basketball games and tennis matches. He is also a member of the Rotary Club of Canton, Georgia, the Notre Dame Club of Atlanta, and the Saint Louis University Atlanta Alumni Club.

Stephen R. Carmody is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Georgia. Stephen is insurance licensed in Georgia. Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.

*Legal advice and services are offered independently of Equity Services, Inc.

**Awards are based on sales criteria.