Stephen Anthony Engro
Founder at Beacon Retirement Planning Services, Inc.
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Mark Diamond | M | 74 |
Beacon Retirement Planning Services, Inc.
 Beacon Retirement Planning Services, Inc. Investment ManagersFinance Beacon Retirement Planning Services, Inc. (Beacon) is a registered investment advisor headquartered in Dallas, Texas. The firm was founded in 1995 and do-business-as Beacon Financial Group. They are a subsidiary of Kestra Financial LLC, ultimately held by Kestra Financial Holdings LP. Beacon provides investment advisory services to individuals, trusts, estates, foundations and endowments, as well as corporations or other business organizations. | 29 years |
| Stephen Centurioni | M | - |
Beacon Retirement Planning Services, Inc.
Beacon Retirement Planning Services, Inc. Investment ManagersFinance Beacon Retirement Planning Services, Inc. (Beacon) is a registered investment advisor headquartered in Dallas, Texas. The firm was founded in 1995 and do-business-as Beacon Financial Group. They are a subsidiary of Kestra Financial LLC, ultimately held by Kestra Financial Holdings LP. Beacon provides investment advisory services to individuals, trusts, estates, foundations and endowments, as well as corporations or other business organizations. | 14 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Ernest O'Neal | M | 72 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 10 years |
| David H. Komansky | M | 83 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 7 years |
| Jeffrey Edwards | M | 63 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 22 years |
| Susan A. McCormack | F | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 6 years |
| Greg Fleming | M | 61 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 17 years |
| George Ferris | M | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 7 years |
| Richard Smith | M | 64 |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | 7 years |
| Gregory S. Folley | M | - |
University of Notre Dame
| 7 years |
| Hatem Sharif Fawaz | M | 68 |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | 6 years |
| Glenn A. Clark | M | - |
University of Notre Dame
| 3 years |
| Andrew Kandel | M | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 9 years |
| Paul Herbert Turney | M | - |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | 5 years |
| John McKinley | M | 66 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 5 years |
| Joseph Consolino | M | 57 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | 13 years |
| Gregory R. Dow | M | 60 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 6 years |
| Dennis R. Dumas | M | - |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | 7 years |
| Julie Richardson | F | 61 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 12 years |
| Scott Malpass | M | - |
University of Notre Dame
| 6 years |
| Denise Warren | F | 62 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 4 years |
| Eugene H. Rotberg | M | 94 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 3 years |
| Thomas Harold Patrick | M | 80 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 14 years |
| Timothy Scannell | M | 60 |
University of Notre Dame
| 6 years |
| Gordon F. Kingsley | M | - |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | 3 years |
| Ahmass L. Fakahany | M | 65 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 21 years |
| Daniel Dickinson | M | 62 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | 13 years |
| Martin Connor | M | 60 |
University of Notre Dame
| 4 years |
| Richard G. Stepien | M | - |
University of Notre Dame
| 4 years |
| David Donora | M | - |
University of Notre Dame
| 4 years |
| James Harrington | M | 63 |
University of Notre Dame
| 4 years |
| Deni M. Zodda | M | 70 |
University of Notre Dame
| 3 years |
| Scott Tracy | M | - |
University of Notre Dame
| 4 years |
| Scot W. O'Brien | M | 64 |
University of Notre Dame
| 4 years |
| Robert Carey | M | 65 |
University of Notre Dame
| 5 years |
| David W. Rodgers | M | 60 |
University of Notre Dame
| 4 years |
| Stephen R. Cordill | M | - |
University of Notre Dame
| 3 years |
| Gary J. Sieber | M | - |
University of Notre Dame
| 4 years |
| James A. Bruns | M | - |
University of Notre Dame
| 4 years |
| Bill Hickey | M | 65 |
University of Notre Dame
| 4 years |
| Stanley Ryan | M | 62 |
University of Notre Dame
| 4 years |
| John Martin | M | - |
University of Notre Dame
| 4 years |
| Gerald Jablonski | M | - |
University of Notre Dame
| 4 years |
| Jamie Manson | M | - |
University of Notre Dame
| 4 years |
| Tony Rettino | M | - |
University of Notre Dame
| 4 years |
| Courtney Shea | F | 63 |
University of Notre Dame
| 4 years |
| Jim Koehr | M | - |
University of Notre Dame
| 4 years |
| James M. McCabe | M | - |
University of Notre Dame
| 4 years |
| Andrew Chuk | M | 66 |
University of Notre Dame
| 1 years |
| Ron Janowczyk | M | - |
University of Notre Dame
| 4 years |
| Bernard Vincent Dy | M | 61 |
University of Notre Dame
| 4 years |
| Triet Tran | M | - |
University of Notre Dame
| 4 years |
| John Miller Verfurth | M | - |
University of Notre Dame
| 4 years |
| John E. Selent | M | - |
University of Notre Dame
| 3 years |
| Peter Carter | M | 61 |
University of Notre Dame
| 4 years |
| Beth Hjelm | F | - |
University of Notre Dame
| 4 years |
| Charles M. Roesch | M | - |
University of Notre Dame
| 4 years |
| Lon Huffman | M | - |
University of Notre Dame
| 4 years |
| Andrew M. Tucker | M | - |
University of Notre Dame
| 4 years |
| William P. Santulli | M | - |
University of Notre Dame
| 4 years |
| David A. Morton | M | - |
University of Notre Dame
| 3 years |
| Michael S. Dudas | M | - |
University of Notre Dame
| 4 years |
| Quinn Fanning | M | 60 |
University of Notre Dame
| 4 years |
| Ruth Ann Beyer | F | 68 |
University of Notre Dame
| 3 years |
| Paul Borja | M | 63 |
University of Notre Dame
| 4 years |
| Eric Raimondo Knight | M | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 7 years |
| Mark Gormley | M | 65 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 8 years |
| Steven V. Napolitano | M | 63 |
University of Notre Dame
| 4 years |
| John Lane Barry | M | - |
University of Notre Dame
| 4 years |
| Richard Alan Keller | M | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | - |
| Mark P. Visser | M | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | - |
| Craig Stephen Lewis | M | - |
University of Notre Dame
| 4 years |
| Richard J. Duszynski | M | - |
University of Notre Dame
| 2 years |
| Salvatore Muoio | M | 64 |
University of Notre Dame
| 4 years |
| Jackson D. Breaks | M | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | - |
| Bill Butler | M | - |
University of Notre Dame
| 4 years |
| Bob Bondi | M | 61 |
University of Notre Dame
| 4 years |
| Joseph McGuire | M | 65 |
University of Notre Dame
| 4 years |
| Steven Fauth | M | 63 |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | 3 years |
| Mike Mitchell | M | - |
University of Notre Dame
| 4 years |
| John K. Younger | M | - |
University of Notre Dame
| 4 years |
| Andrew R. Andreasik | M | - |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | 4 years |
| Tom Sampson | M | - |
University of Notre Dame
| 4 years |
| Gordon W. Herman | M | - |
University of Notre Dame
| 2 years |
| Kathleen M. Eisbrenner | F | 63 |
University of Notre Dame
| 4 years |
| Jayne Thompson | F | - |
University of Notre Dame
| 4 years |
| Robert D. Fessler | M | 66 |
University of Notre Dame
| 4 years |
| Brian D. Thelen | M | 60 |
University of Notre Dame
| 4 years |
| Timothy K. Michels | M | - |
University of Notre Dame
| 4 years |
| Wayne Schattenkerk | M | - |
University of Notre Dame
| 5 years |
| David Jude Madigan | M | 65 |
University of Notre Dame
| 4 years |
| Timothy J. Keenan | M | 66 |
University of Notre Dame
| 4 years |
| Dennis Ryan | M | - |
University of Notre Dame
| 4 years |
| Jolan G. Toth | F | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 4 years |
| Chip Austin | M | - |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | 4 years |
| John Marvin | M | - |
University of Notre Dame
| 4 years |
| William P. Dirksen | M | 64 |
University of Notre Dame
| 4 years |
| Stanton Green | M | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | - |
| Bruce Bunner | M | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 6 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 99 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Stephen Anthony Engro
- Personal Network
