Steve English has been serving the financial needs of high-net-worth families, business owners and retirees for more than 21 years. He strives to develop long-term relationships with His clients with the objective of understanding their goals and providing viable strategies for every element of the wealth management equation.
As your financial advisor, Steve takes a comprehensive approach to addressing your financial needs. After getting to know you and to fully understand your investment objectives and your tolerance for risk, Steve works closely with you to develop a customized financial plan designed to pursue your long-term financial objectives.
Raymond James’ extensive resources include specialists in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, Steve works diligently to help you develop both your personal financial plan and a detailed investment strategy. Steve’s planning-based approach is designed to help you meet current financial needs while working toward future goals; mitigate tax liabilities and successfully address estate issues; get better control of discretionary expenses; and reach your long-term financial goals.
Originally from the Central Coast of California, Steve graduated from UC Davis with a B.A. in Economics with Honors. He earned the professional designation of Certified Financial Planner® from the Certified Financial Planner Board of Standards, Inc.. Prior to joining Raymond James in 2025, Steve worked for Merrill Lynch for nearly 20 years. Away from the office, Steve enjoys hiking, reading great books, and exploring the nearby world with his family.
