Stephen Fregosi

I joined Waddell & Reed as a Financial Advisor in January 2016.  I am a native New Yorker who was born and raised on Long Island until I moved to Minnesota to marry my wonderful wife, Jackie.  I graduated Magna Cum Laude from Adelphi University with a B.B.A in Accounting then went on to earn my Law Degree, J.D., from Touro Law Center in New York. In addition to being a licensed Attorney, I am a Certified Financial Planner™ (CFP®) and currently hold my Series 7 and 66 licenses with LPL Financial as well as Life, Accident and Health. Throughout my studies and life experiences my passion has always boiled down to one thing, and that is helping people.  I now apply this passion to helping my clients determine their financial future.  Time away from the office you can likely find me training for my next IRONMAN, surfing on Lake Superior, or traveling the world with my family.