Britt Stephens

Britt Stephens began his career at the Overland Park, Kansas headquarters of Waddell & Reed in 2009. He spent 3 years in the Contact Center as a Client Services Representative as well as a Team Lead where he communicated daily with both clients and advisors assisting with all incoming inquiries. He then spent 5 years in management of several different Operations teams overseeing all types of transactions and quality control for client accounts.

Britt holds a Bachelor’s degree in Business Finance with a Minor in Internal Auditing from Pittsburg State University in Pittsburg, Kansas.

In 2017, Britt joined the Lumena team and moved to the Carmel Valley area of San Diego. The wealth of knowledge that he brings from his employment at the home office combined with his education helps deliver a depth of technical experience with a unique capacity to serve clients. Britt’s focus is on analysis and evaluation of client’s portfolios, research relating to holdings and recommendations, and maintaining the office due diligence requirements for securities held by clients.

Britt was born and raised in Wichita, Kansas. He likes to spend his free time hiking, playing basketball and relaxing at the beach with his wife and son. He and his family look forward to continuing to explore the many different areas of the place they now call home.


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