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Stephen Volpe

Universal Wealth Management | GCU Wealth Advisors

Managing Director of New Business

Located at: Greenwood Credit Union, 2669 Post Road, Warwick, RI 02886

A veteran executive with nearly 30 years of experience, Stephen is well versed and accomplished in all aspects of the financial services industry.

Additionally, Stephen is a registered representative with Royal Alliance Associates, Inc., a prominent independent, full service broker-dealer.

Stephen has a proven track record for providing sound financial guidance to his members. Prior to joining Universal Wealth Management/Greenwood Credit Union/ GCU Wealth Advisors, Stephen served as a Senior Investment Advisory/Senior Vice President at Santander. Stephen’s primary responsibilities included managing financial portfolios, analyzing existing financial and retirement planning and providing recommendations including stocks, bonds, mutual funds, life insurance, annuities, long term care and more.

While at Santander. Stephen served on the Executive Council to assist in the development of new products and was elected to serve on the President’s Council in an effort to improve programs and elevate the company. Stephen has also recruited, trained and developed numerous associate financial consultants throughout his many years in the financial industry.

A graduate of the University of Rhode Island, Stephen resides in Cranston, RI.

Registered Financial Advisor
Series, 6, 7, 63, 65, 24 Security Licenses