Pete Steffens

Financial Advisor
Financial Advisor

Pete has always had a love for the investment world and the opportunity his career gives him to help others reach their financial goals. He enjoys making a meaningful difference in the lives of those he serves by keeping his clients' best interests in mind, understanding their needs and providing them with a high-level of service.

Prior to joining Raymond James in 2015, Pete was employed as a Private Client Advisor with J.P. Morgan Chase. He began his more than 14-year career in the financial services industry as a financial advisor with Morgan Stanley. Pete attended Rowan University as well as Tulane University and holds his Series 7 and 63 licenses.

Originally from New Jersey, Pete has called New Orleans home for the past 19 years. He was quickly drawn to New Orleans' flavor of food, diverse culture and history.

He resides in Mandeville with his wife Lori and sons, Aidan and Nicholas. Pete also has two adult daughters, Renee and Heather, who reside in Georgia and North Carolina with their families.

Pete is involved in the Save Our Lake Foundation and the LA SPCA, and enjoys boating, fishing, biking and gardening.