Stephen W. DeFilippis, EA
For more than thirty-five years, Stephen has used his experience and knowledge in the tax and financial services areas to assist clients throughout the United States. He is passionate about educating students about finance and volunteers his time for the SIFMA Foundation. Stephen is an ardent Dolphins fan. In his leisure time, he cherishes spending time with his family, plays competitive baseball in the CCSMSBL and enjoys music, traveling, politics, reading and is an advanced saltwater aquarist.
Stephen received a BA in Business/Economics from Illinois Benedictine College in 1981 and attained the status of Enrolled Agent (EA) in 1986. He holds FINRA securities registrations Series 7, 63 and 65 and is a licensed insurance producer in numerous states.