Licenses Held:
GS – Gen Sec Rep
SU – Gen Sec Rep Sales Supervisor
Maryland RA – Investment Adv Rep
Previous positions held:
Financial Advisor, Morgan Stanley
Portfolio Manager, Financial Advisor, Smith Barney
Steven spent his “first career” in television advertising working in New York and Chicago as part of a team that helped launch the Fox Network. Steven began investing in 1987 and found himself drawn to the world of Finance. In 2004, he made a career transition by joining Wheat First Butcher Single (WFBS), a large family-owned regional firm. When WFBS was sold, Steven spent time with Smith Barney and Morgan Stanley. In early 2008, he joined the independent side of the industry by affiliating with Raymond James Financial Services. This like-minded combination has yielded wonderful results for Steven’s clients, family and practice. Steven lives on his farm near Washington DC with his wife Kamilla, his daughter Seneca (his business’s namesake), and his two sons, Jack and Nick. He is also the proud owner of prized Friesian Horses and champion Great Danes.
Previous positions held:
Lockheed Martin, Program Accountant
NVHomes, Financial Analyst
Sally grew up in McLean,Virginia. After graduating from VA Tech with a BS in Finance, she worked for NVHomes as a Financial Analyst and was then hired by Lockheed Martin as a Program Accountant. She resigned the day she gave birth to her first son, Jake. Passionate about family and education, she homeschooled her children in elementary school and after successfully transitioning them to middle school with honors, Sally returned to the workforce with Raymond James. Sally has lived in Damascus Maryland since 2000 and resides there with her husband Craig, two sons, Jake and Mike, one dog, two cats, two guinea pigs, a frog and a hermit crab.
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.
