Steve’s focus is on developing, implementing and monitoring wealth management plans with an emphasis on asset allocation, investments, insurance and lending services. He leads the ALJL Wealth Management Investment Committee which oversees the team’s research and investment selection, and also serves as a consultant for corporate retirement plans.
Prior to joining Raymond James in 2018, Steve was affiliated with Wells Fargo Advisors and RBC Professional Traders Group in New York.
Steve has earned the Certified Financial Planner™ certification as awarded by the Certified Financial Planner Board of Standards, Inc. (CFP Board) and the Certified Plan Fiduciary Advisor (CPFA) designation from the National Association of Plan Advisors (NAPA). He graduated from Boston University with a B.S. in Business Administration with a concentration in Finance.
Steve is married and has two young daughters. He enjoys traveling, dining out, photography and basketball.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.