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Renee Stene
Founder

What are your aspirations and dreams? What do you need to get there?  I can help you find the delicate balance between planning for your short-term needs and long-term aspirations. I can help you prepare for the future while living for today.

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My Story

I grew up on a family farm in South Dakota. I was the first in my family to go to college and I am incredibly grateful that my parents taught me the importance of hard work and the importance of always doing the right thing.  If you are like me, you want to have a plan for achieving your goals. You want to feel like you are being intentional with your time and energy.  You want to have peace of mind for your loved ones. 

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It’s incredibly meaningful work to help my clients define and pursue their goals.  Through my life experiences, I have learned that life is both short and long.  We only get one shot at it, and it’s important to make a meaningful impact with what we’ve been given.  That is why I work as a Financial Advisor, using a holistic, goals-based wealth management approach.  I have built a practice dedicated to putting my clients first and focusing on what matters most in their lives.

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I hold the Series 7 (held with LPL Financial) and Series 66 FINRA registrations.  I reside with my husband and two sweet kids in Weddington, NC.  Outside of the office, I enjoy my kids’ soccer activities and taking them on adventures in the great outdoors. 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Weddington Advisors and Great Valley Advisor Group are separate entities from LPL Financial.

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The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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