As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that is designed to best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment objectives. Please feel free to call me at any time.
With more than thirty years of experience in the financial services industry, Steve has aimed to provide expertise in the area of asset preservation and estate planning for individuals and local small businesses. Steve completed the Pension Funds and Money Management program at the Wharton School of University of Pennsylvania in 1996. He has previously served as the Vice-Chair of the University of North Florida College of Arts and Sciences. He has also previously worked with the Development Committee for Jacksonville Country Day School. Steve enjoys traveling and spending time with his two daughters, Jessica and Lindsay.
Raymond James is not affiliated with the above organizations and/or charitable causes.