Steve Zangmeister has been a financial consultant in northeast Ohio for more than 20 years. He has developed a specialty practice working with high-net-worth individuals, business owners and retirees.
He attained the Chartered Financial Consultant designation in 1992 and the Chartered Life Underwriter designation in 1991.
Steve is a graduate of Kent State University, with a Bachelor of Science degree in business.
Steve has a knack for speaking to clients in “Plain English,” simplifying the sometimes complex areas of financial planning and investments, and cutting to the bottom line.
He resides in Sharon Center, Ohio, with wife Laura, dog Max, and cat Jack.
Robert is a wealth advisor with Raymond James Financial Services, Inc. Robert's specialties include investment and asset allocation analysis for high-net-worth individuals, professionals and corporate retirement plan clients. He also has a very strong background in the design and implementation of employer-sponsored retirement programs and corporate health benefit plans. Robert is celebrating his 20th year in the investment and financial services business.
Jason is a financial advisor with Raymond James Financial Services, Inc. Jason's specialties include life insurance planning along with investment and asset allocation for affluent individuals and professionals.
He is a graduate of The Ohio State University with a Bachelor of Science degree in Family Financial Planning. He has completed the education requirement for his CFP® certification and is working towards the CFP® examination.
Laura is the operations manager for the office. Her responsibilities include bookkeeping, compliance related issues, preparation of client reviews, and investment account maintenance.
She is a graduate of the University of Akron with a Bachelor of Science degree in Nursing. Laura previously worked at Akron City Hospital for 22yrs in Obstetrics as an RNC, IBCLC.
Laura resides in Sharon Center and enjoys traveling with her husband Steve.
She is a graduate of Oberlin College with a Bachelor of Arts in Economics.
Malinda is the Director of Employer Benefits of Navancer Group. She specializes in the design and implementation of health benefit plans, short-term and long-term disability plans and group life insurance for large and small corporations.
She understands the importance of excellent service. Her goal is to build a strong relationship with each client, to serve them as their customer service resource for all employee benefit questions.
Malinda is a 1993 graduate of Baldwin-Wallace College, with a Bachelor of Arts degree in Business.
She enjoys traveling and sailing with her husband Robert, along with gardening and history. She lives in Sharon Center, Ohio with Robert and their West Highland White Terrier, Tetley.
Max
Director of Stress Reduction
You'll often find Max hanging out in our office. Pet him a few times and you'll understand his title. Max enjoys meeting clients, long walks and bringing a smile to your face.
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.