Steve has served individuals, families, professionals, and business owners with their financial needs for 24 years. Steve has a passion to communicate, facilitate, and teach principles of stewardship living, heritage building and legacy shaping. Steve has lived in Fort Myers since he was 8 years old, graduated from Fort Myers High School and later The University of Florida. Steve and his wife Lisa have been married for 20 years and have three children - Tucker 15, Dawson 12, and Sabrina 6.
Steve enjoys all manner of activities with his family as well as reading, golfing, fishing, and flying. Steve and his family are active members of First Assembly Ministries in Fort Myers.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 6,500 financial advisors
- 2.4 million client accounts
- 2,600 locations (United States, Canada and abroad)
- $372 billion in client assets
- $38 billion managed by its subsidiary asset managers
Raymond James Financial was named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results.