About Us
Hayworth Chaney Building
West side of US 1
202 North Harbor City Blvd., Ste. 200
Melbourne, FL 32935
(Parking is in rear, close to guest entrance.)
Steven is the principal of Wilmarth Private Wealth Management and holds the reputable titles of Certified Estate Planner and Wealth Management Specialist. He is a Vice – President, Investments and Retirement Plan Consultant who has detailed knowledge of 401K's and their fiduciary requirements, with accumulation, distribution and investment allocation strategies.
Steven directs a dedicated team of professionals who focus on the clients' well-being and are committed to providing superior service. Working in tandem with their client's CPAs and estate planning attorneys, the team goal is to provide counsel on all aspects of wealth management, financial planning and estate issues. Steven advises clients on design, implementation and provides ongoing monitoring of their personalize planning objectives to help ensure their goals are met. The Team becomes the "financial quarterback" to the family.
Steven accepted a position as a financial advisor with Raymond James in 1998 after serving as President of a local corporation in Melbourne, Florida. He graduated from the University of Central Florida with a Business degree, and earned the designation of Wealth Management Specialist from Kaplan College in 2004.
Through Raymond James Trust Company Steven earned the Trust Specialist designation, advising clients on trust administration and providing counsel to those families needing in depth estate planning. 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*, and has enjoyed being a member for many years. Steven attained the Certified Estate Planner designation in May 2010.
Steven is active in the community serving various organizations. He serves on the Board of Directors for the Melbourne Police Foundation, and a benefactor for the Haven for Children. Steven is a member of the Juvenile Diabetes Research Foundation, United Way of Brevard, Big Brother/Big Sisters, and Junior Achievement. Steven regularly participates as a contributor to various publications including the Florida Today newspaper, Brevard Business News, Space Coast Business and guest speaker for radio programs. He has previously served as an adjunct professor for Brevard Community College, instructor for the Habitat for Humanity and is a past Ambassador for the Melbourne-Palm Bay Area Chamber of Commerce. Born in New England, Steven and his family have 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 2012 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.
Victoria holds a Bachelor of Science degree in Business Administration. With over twenty two years in sales and marketing, she most recently served as the Director of Sales & Marketing for both Hilton Hotel properties in Melbourne for 10 years, prior to accepting a position with Raymond James & Associates, Inc.
Victoria is responsible for directing client service initiatives and coordinating communication between Wilmarth Private Wealth Managment and all 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, seminars and travel.
Victoria is proud to be a member of the Raymond James Marketing Advisory Board.
Victoria has 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 and the United Way of Brevard. She is a volunteer instructor for Junior Achievement, and is a board member of The Haven for Children.
Victoria enjoys traveling and outdoor activities including biking, snow mobiling, boating and hiking in addition to cooking and spending time with Steven and son Cole.
Maureen Woodall joined Wilmarth Private Wealth Management 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, updating account information and helping with questions on all statements. As a senior registered 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 Raymond James 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 earned her numerous accolades. She is also a Notary Public, enabling her to take care of any documents you need notarized right here in our office.
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 along with spending time with her son Jason, daughter – in – law Jennifer and granddaughter Ella.
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 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently 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. Please note that fees and charges will reduce an investor’s return.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
© 2012 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC Privacy Agreement