Riley Stephenson, CFP®

Wealth Manager, Associate Vice President

Riley joined Rockefeller Global Family Office in September 2023. As a Financial Advisor with Decision Point Wealth Partners, Riley works closely with clients to develop and implement custom investment, and wealth management strategies which includes cash management, advisory solutions, legacy planning, and portfolio analysis. Delivering the resources of the worlds largest wealth management firm to provide successful business owners, corporate executives and their families with sell-side advisory solutions, post-sale financial planning, and a holistic wealth management approach.

Riley is President and Board Member of StepUp Wilmington, a non-profit organization that teaches job development and leadership skills to under and unemployed individuals in the Wilmington region. In addition, he leads weekly training groups and works one-on-one with participants to educate them in the realm of personal finance and leadership development.

Riley graduated from UNC-Wilmington, where he earned his B.S. in business administration from the Cameron School of Business. Today Riley serves as Treasurer of the UNCW Alumni Board and is and active member of the Cameron School Executive Advisory Board. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), holds his FINRA Series 7 and 66 security licenses, and North Carolina Health, Life, Long-term Care, Variable Annuity/Life insurance licenses. Outside the office you can find Riley trying something new in the kitchen, boating the Intracoastal Waterway, or just living an active lifestyle, whether it be running with his dog Murphy, golfing, skiing, or playing pick-up basketball.