Steven Doepke, JD, CFP®
Branch Manager

A Certified Financial Planner professional, Steven applies his intellect to help clients attain their financial goals. He finds the financial markets fascinating and enjoys helping clients manage their wealth.

His areas of expertise also include charitable and estate planning, planning for closely held business owners, planning for executives, portfolio management, retirement planning, risk management, and tax planning.

Before joining Raymond James in 1996, he worked for Merrill Lynch as an investment consultant. He has a bachelors degree in history and a Juris Doctor from Thomas Cooley Law School and has been a member of the Illinois State Bar Association and a Dispute Resolution Arbitrator for FINRA

Originally from Beaver Dam, Wisconsin, he lives in Rockford with his wife, Nancy, and children, Anne and Elizabeth. In his free time, he supports Midway Village Museum Center and Tinker Swiss Cottage, two historic museums in Rockford.

CFP® | Certified Financial Planner |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.