Sr. Registered Client Service Associate
I find great fulfillment in helping people, particularly when it relates to the important financial matters in their lives. It’s what makes coming to work each day a daily pleasure.
Steven manages many operational and administrative duties and works closely with our clients, overseeing their needs on a daily basis. He prides himself on providing efficient, high-quality client service.
Before joining Raymond James in 2015, Steven was a registered client associate at Merrill Lynch. He earned a bachelor’s degree in finance from the State University of New York at Plattsburgh, where he played on the championship soccer team.
Steven lives in his hometown of Highland Mills, New York. In his free time, he enjoys camping, playing golf, soccer and weightlifting.