Stephen

D: 239.415.8024

T: 239.415.8000

F: 239.415.7618

TF: 800.237.4472

14541 Hope Center Loop Ste 101 Fort Myers, FL 33912-4702

Stephen Martin,

CRPC Vice President, Investments

Steve relies on his combined experience as a Financial Advisor, executive and a previous business owner to understand diverse wealth management issues through the eyes of his clients. Prior to joining Raymond James, Steve worked at Merrill Lynch for 12 years as a Senior Financial Advisor. Steve transitioned to Merrill Lynch after working for PPG industries for 25 years as a corporate executive working in finance, operations, information technology, national sales and NSC director. As a Wealth Management Advisor and experienced business executive and owner, he works with clients on all aspects of their financial lives. As a Chartered Retirement Planning Counselor (CRPC) he works to establish strategic retirement planning methods for retirees. An important component of his practice is also assisting business owners transition their business wealth into a personal retirement wealth plan. Steve has been married to his wife, Vanessa, for 39 years and they have a son, Josh and a daughter, Kara. They have five grandchildren, Olivia, Vivian, Lilly, Caleb and Jackson. They have been in Fort Myers for 21 years and are from Pittsburgh and North Carolina. Steve and Vanessa enjoy football, golf, running, travel and are very involved in their church, Next Level Church.

 

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