With more than 27 years of experience in financial planning and investment management, Steve Gustafson has the accumulated knowledge and perspective designed to help keep you and your financial future on a steady course. Steve understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Steve will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.
Steve endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk and the performance of your portfolio.
Based on what he learns about you, your goals and an analysis of the current financial markets, Steve designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Steve puts it into action and keeps the lines of communication about its performance open to look for opportunities to adapt to life changes and new goals.
Steve began his career in financial services in 1994 and previously spent 27 years with Wells Fargo Advisors and UBS Financial Services. Today, Steve provides customized wealth strategies and ongoing tactical advice through Raymond James.
A native of Davenport, Iowa, Steve resides in Omaha, Nebraska. He has earned his bachelor’s degree of business administration in finance from the University of Iowa and is a member of the Nebraska Society of CPA’s. Away from the office, Steve enjoys spending time with his wife of 30 years, Melissa. They are most likely to be found near a lake, fishing, hunting, boating or just relaxing close to nature.
Raymond James is not affiliated with the above organizations and/or charitable causes.