Vincent Eckel, CFP<sup>®</sup>

Vincent Eckel, CFP®

Managing Partner 400 W. Wilson Bridge Rd, Suite 305

Office: (614) 427-1448
Fax: (614) 427-1402
E-mail:
 

Whether I am playing with my kids in the backyard, cheering on the Buckeyes, or educating my clients about financial concepts, always exhibiting an energetic and positive attitude is very important to me. I truly enjoy connecting with people and getting to know their situations. Family is of utmost importance to me, and I treat my financial planning practice and clients as an extension of my family. Living by The Golden Rule and operating on the core principles of honesty, integrity, and trust, allows me to build successful, lasting relationships with my clients. Just as you can count on family, you can rely on me for sound, ethical financial advice.

Although I am extremely passionate about financial services, I am not all business all the time. When I am not in the office, I enjoy playing golf and making memories with my family by “going somewhere fun,” as my kids would say. It can be as simple as getting ice cream or going to a nearby Worthington park, depending on the weather. Like the unpredictable nature of the markets, our kids keep my wife, Ashley, and me on our toes.

As an original founding partner of Stonebridge, I take great pride in building our brand as a trusted wealth management firm. I thoroughly believe this is achieved by delivering superior customer service and operating at the highest level of ethical standards.   

My academic and professional achievements include:

  • B.S. in Business Administration from Otterbein College, with a concentration in Finance and minor in Economics
  • FINRA Securities Registration: Series 7 and Series 66
  • Ohio Life, Health and Variable Products License
  • CERTIFIED FINANCIAL PLANNER™ professional

"I believe that honesty, integrity, and trust are the core principles that all sucessful relationships are built on. Through my commitment to operating at the highest level of ethical standards and devivering superior customer service, I develop strong, lasting relationships with my clients."


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Stonebridge Wealth Strategies is not owned or operated by Equitable Advisors, LLC or its affiliates.

$691 Million in Assets Under Management

12 Professional Designations

Over 100 years combined Experience

 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck