Today we’d like to introduce you to Gage.
Alright, so thank you so much for sharing your story and insight with our readers. To kick things off, can you tell us a bit about how you got started?
My journey into financial advising started with family roots. My grandfather began as a broker in New York and later moved to Florida, where he transitioned into financial advising. He discovered a real passion for helping people plan for their future and built a career around it. Over time, he brought my father and other family members into the practice, creating a strong foundation focused on client relationships and long-term planning.
Growing up, I was always fascinated by economics and had a strong desire to help people make confident financial decisions. My father encouraged me to pursue this path if it was something I truly wanted, and from an early age, I knew it was. After earning my bachelor’s degree in economics, I joined the team alongside my father, uncle, and their business partner.
Today, I work as a financial advisor helping clients create personalized financial plans that align with their goals and values. For me, it’s not about numbers, but rather empowering people to live the life they envision.
Can you talk to us a bit about the challenges and lessons you’ve learned along the way. Looking back would you say it’s been easy or smooth in retrospect?
It hasn’t been without challenges, but each step has been a valuable learning experience. I put in the work to earn my licenses, and while that part of the process isn’t the most exciting, having the licenses proved to be incredibly rewarding. I was also fortunate to join a strong, supportive team, and benefit from their guidance just as they had benefited from my grandfather’s guidance years ago.
That said, this industry has a steep learning curve. It requires deep commitment and continuous growth because regulations, markets, and client needs are always evolving. Staying informed and adaptable is essential, especially since the average person doesn’t have the time or resources to keep up with these changes on their own.
I’ve had incredible mentorship and support along the way, which has helped me develop into the advisor I am today. And I believe that ongoing learning is part of what makes this profession so rewarding.
As you know, we’re big fans of Flagship Private Wealth Management. For our readers who might not be as familiar what can you tell them about the brand?
I’m part of Flagship Private Wealth Management, where we are dedicated to helping individuals and families create financial plans that reflect their goals and values. We provide comprehensive planning that considers the full picture, including retirement income strategies, wealth preservation, estate planning, and tax planning.
What sets us apart is the personal attention we give to every client. We take time to understand what matters most to our clients and then we build plans that can adapt as life changes. We also have a dedicated administrative team that ensures clients receive timely support and assistance. Our goal is to simplify complex financial decisions and provide clarity and confidence for the future.
I am most proud of the trust we have built over generations and the impact we have had in helping people feel secure about their financial future. At the heart of what we do is a commitment to thoughtful planning and guidance that enables our clients to have financial security and peace of mind.
Where we are in life is often partly because of others. Who/what else deserves credit for how your story turned out?
I’ve been fortunate to have incredible support throughout my life and career. My grandfather laid the foundation for our family’s involvement in financial advising, and my father continued that legacy, while encouraging me to pursue my own path. Both of my parents have always been there for me, whether it was during grade school, college, or now in my professional life. They have always provided guidance and opportunities that shaped who I am today and how far I have come.
My wife has also been a tremendous source of encouragement, helping me stay focused and motivated as I’ve grown in this role. I truly believe that success is never achieved alone, and I’m grateful for the mentors, family, and team members who have supported me every step of the way.
Contact Info:
- Website: https://www.ameripriseadvisors.com/team/flagship-private-wealth-management/
- LinkedIn: https://www.linkedin.com/in/gage-stevenson-apma%C2%AE-1205792a9/
Image Credits
Becca Louise
