Steven works closely with his team to provide comprehensive, client-centered planning as a Wealth Management Specialist. Steven is the principal of The Wilmarth Financial Planning Group and directs a dedicated team of professionals who care about their clients' well-being and are committed to providing superior client service. Working in tandem with their client's CPAs and estate planning attorneys, their goal is to provide counsel on all aspects of wealth management. Steven advises clients on design, implementation and ongoing monitoring of their personalize planning objectives to help ensure their goals are met. Steven and his team specialize in financial planning, retirement planning, trust administration, legacy and estate planning as well as risk management including insurance analysis.

Steven accepted a position as a financial advisor with Raymond James in 1998 after serving as President of a local corporation in Melbourne, Florida.

Steven graduated from the University of Central Florida. He earned the designation of Wealth Management Specialist from the College of Financial Planning in 2004.

Through Raymond James Trust Company Steven earned the Trust Specialist designation, advising clients on trust administration and providing counsel to high net worth clients. He also earned the designation of Retirement Plan Consultant, as he advises individuals and corporations on retirement plan design and fiduciary issues.

In 2007, he earned the Investment Management Consultant designation. The certification program includes skills related to institutional money management and consulting. This includes portfolio construction considerations, asset allocation and manager selection.

Steven has again been awarded membership in the coveted Raymond James President's Club* for 2009, and has enjoyed being a member for many years.

Steven has been active in the community serving as an Ambassador for the Melbourne-Palm Bay Area Chamber of Commerce. He has also served as an adjunct instructor for Brevard Community College and was involved in Habitat for Humanity. He is a member of the Juvenile Diabetes Foundation (JDRF) and the United Way of Brevard and supports Big Brothers / Big Sisters, The Haven for Children and Junior Achievement. Steven regularly participates as a contributor to various publications including the Florida Today newspaper, Brevard Business News, Space Coast Business as well as a guest speaker for local radio programs.

Born in New England, Steven and his family has been in Brevard County since 1979. He enjoys motor sports, boating, NASCAR, the mountains, biking and outdoor activities with his wife, Victoria and son, Cole.

Congratulations on achieving membership
in the 2009 President's Council.
*Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually since prior membership is no assurance of future membership.

Maureen Woodall joined the Wilmarth Financial Planning Group in March 2008, with a credentialed background spanning more than 16 years in the securities industry. Proudly, Maureen again earned her Series 7 License in August 2009. This credential along with her tenured experience are integral components to providing exemplary client service. Maureen ensures all clients know their needs are our top priority. She is well versed in helping with account balances, stock quotes, updating account information and helping with questions on your statements. As a registered client service assoicate, Maureen assists with all client transactions including the buying and selling of securities.

Maureen is the "go - to" person for Investor Access assistance and setting up online access to your account. Maureen works closely with Steven in the implementation and monitoring of all client's Wealth Management plans. Her high level of dedication and commitment to the Raymond James' Service First pledge has received numerous client accolades.

Maureen graduated cum laude with a bachelor's degree in business administration from the University of Central Florida. A beach side resident for more than 25 years, Maureen enjoys biking, reading and traveling. Most of all, Maureen is enjoying watching grand daughter Ella turn one in May.

Victoria holds a Bachelor of Science degree in Business Administration. With over twenty years in sales and marketing, she most recently served as the Director of Sales & Marketing for both Melbourne Hilton Hotel properties prior to accepting a position with Raymond James and Associates, Inc.

Victoria is responsible for directing client service initiatives and coordinating the Wilmarth Financial Planning Group's communication with clients. Working closely with clients on service requests, she manages team communications and prepares financial documents and reports. As the group's communication officer, she coordinates all press releases, manages the interactive website and oversees scheduling of all client meetings, conferences and seminars.

Victoria is proud to be a member of the Raymond James Marketing Advisory Board.

Having been active in community organizations including Space Coast Early Intervention Center, Big Brothers / Big Sisters, Melbourne-Palm Bay Chamber of Commerce and Space Coast Convention and Visitors Bureau, Victoria is currently involved with JDRF, the United Way of Brevard, The Haven for Children and Junior Achievement.

Victoria enjoys outdoor activities including biking, boating, hiking in addition to cooking, traveling and spending time with Steven and son Cole.