Steve Gross is a Private Wealth Advisor with Raymond James who believes the cornerstone of a successful client/advisor relationship is the mutual trust and respect that develops over time. He is deeply committed to helping his clients confidently pursue their long-term financial goals. Drawing on this foundation, he works closely with busy professionals and multigenerational families to develop personalized strategies for building and preserving wealth through asset allocation, wealth management, risk management and estate planning.
Steve earned several professional credentials that help him serve the specific and complex needs of his clients. As a Certified Financial Planner® professional, he holds one of the most respected financial planning credentials. It is also the recognized standard of excellence in personal financial planning. In addition, Steve has earned the Private Wealth Advisor designation from Raymond James. This designation reflects his experience in managing the financial concerns of families, individuals and organizations of significant wealth, and his mastery of methods and resources necessary to support their expansive financial interests.
Steve employs the vast resources of 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 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. Before moving to Fort Meyers, Florida, Steve lived in Mohegan Lake, New York where him and his wife Melissa raised their two children, Bobby and Elena. Bobby now lives in Florida and works for Inter Miami, an American professional soccer club that competes in the Major Soccer League (MLS). Elena is currently attending the University of Virginia where she intends to pursue a career in nursing.
>Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.