Steve Gross
Steve Gross, CFP®, ChFC®, APMA® Senior Vice President, Boston Harbor Wealth Advisors Senior Vice President

Steve Gross is a senior vice president with Boston Harbor Wealth Advisors, and a Financial Advisor with Raymond James, establishing their first office in New York, located in Briarcliff Manor. Steve believes the cornerstone of a successful client/advisor relationship is the mutual trust and respect that develops over time, and he is deeply committed to helping his clients confidently pursue their long-term financial goals. He provides a comprehensive approach to asset allocation, wealth management, risk management and estate planning to busy professional and multigenerational families.

Steve employs the vast resources of Boston Harbor Wealth Advisors and Raymond James- one of the largest independent financial services firms in the nation- to bring the right expertise and tailored financial strategies designed to meet his clients’ specific needs. He works diligently to assist his clients with customer-focused service and the intention of being their trusted wealth advisor for life.

Prior to working with Boston Harbor Wealth Advisors and Raymond James, Steve affiliated with Ameriprise Financial for 25 years. He attended the University of Pennsylvania and studied Urban Studies from 1987 to 1991.

Originally from Ardsley, New York, Steve was on the board of trustees and served as financial secretary for Temple Beth Am in Yorktown Heights, New York, for many years and continues to serve on the board of trustees for Drive to Cure Diabetes, a nonprofit organization created to raise money for research related to juvenile diabetes. Steve lives in Mohegan Lake, New York, is married to Melissa, and has two children, Bobby and Elena. Bobby, 17, will be attending the University of Miami, and Elena, 14, is a sophomore at Lakeland High School. When not in the office, Steve enjoys tennis, golf and travel with his family.

Raymond James is not affiliated with any organizations mentioned.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.