About Us
Steve has been in the financial services industry since 1990, and working with Raymond James since 2000. His titles include branch manager and first vice president, investments and also has his Wealth Management Specialist designation. During his time in the industry, Steve has been highlighted for some specialized planning he has done for clients in the New York Times and Cleveland Plain Dealer. Steve stays active in his community where he is past President of the Lorain County YMCA Board and past Chairman of the American Cancer Society/Nev Chandler Golf Outing. In his life outside of work, Steve lives in Amherst with his wife and four children.
Congratulations on achieving
membership in the 2008
President's Council.
Membership in the President’s Council is reserved for an elite
group of Raymond James Financial Advisors who adhere
to the highest standards of service for their clients and who
display exemplary professional growth.
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.
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.
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