About Us
Stephen Norton's focus is providing individualized solutions for families and businesss. "We focus on each of our clients' specific needs, not a one-approach-fits-all premise. Clients seem to find this a refreshing change to the financial industry's normal boiler plate product offerings. Steve has clients throughout the United States.
Steve has over 17 years' experience in the financial industry. Most recently he was an account vice president with UBS Financial Services. Prior to UBS, Steve served as an investment representative with Edward Jones where he trained new investment representatives. In addition to employment with brokerage firms steve worked for a life insurance company and a bank trust department.
Steve is a graduate of Ithaca College where he received a Bachelor of Science degree in communications management. He hold the series 6, 7, 24, 63 and 66 securities licenses as wealth as life and health insurance licenses.
Steve has always found ways to give back to the community. He has served as the President of the Trumbull Connecticut Chamber of Commerce, a board member of the Bridgeport Regional Business Council, a Junior Achievement Volunteer, and as a board member of New England Health Charities. He currently serves as a board member of the ALS Association Of Connecticut and is a member of the Connecticut Construction Industry Association. Steve resides in Old Saybrook Connecticut with his wife, Cheryl, and children, Tessa, Abigail and Harry.
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.
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