For more information about becoming an Investor, please contact:

Craig Richard
President & CEO

(813) 518-2620

Bernstein Private Wealth Management

Since our founding 50 years ago, Bernstein has focused solely on investment management and research for clients, which aligns our interests with theirs, and makes us fully accountable for their outcomes. We can deploy a comprehensive range of investment strategies, cutting-edge investment planning, and risk-management services to help clients reach their goals.

Joel R. Stevens II

Joel is a Senior Managing Director with Bernstein Private Wealth Management, overseeing the firm’s Tampa-based private client operations, which includes Tampa-St. Petersburg-Sarasota, Orlando, Jacksonville, and Naples. He also has oversight for our Chicago, Dallas, Houston, and Denver offices.

With almost three decades of industry experience, his current role draws upon the full breadth of his experience in the institutional and private wealth management areas. Joel’s passion and expertise benefit high-net-worth individuals and families, executives, business owners and institutions alike in discovering, customizing, and implementing the investment plans that balance their beliefs and objectives.

He joined the firm in 1994 as a private client associate and was named financial advisor in 1996 and then principal in 2000. Before returning to Private Client in early 2015, Joel was a senior leader in AB’s Institutional Client Group, heading the business development and client service practices as well as the consultant-relations efforts for North America beginning in 2011. Previously, he was a Senior Managing Director in the southeast and was responsible for the firm’s private client practice across the region from 2008 through 2010. He opened and served as managing director of the Tampa office from 2004 through 2007.

Joel holds a BS in applied economics from Cornell University, with minors in biology and art history.

Joel R. Stevens II
Senior Managing Director