Steven has served as a professional advisor since 1984, first as a therapist before entering the financial services industry in 1999. With his extensive background providing personal and financial guidance, he works closely with families and individuals to help them address each of their objectives so they can move toward the future with financial confidence.
Before joining Raymond James, Steven was vice president, wealth management and financial advisor with UBS and a second vice president and financial advisor with Smith Barney. He is a Licensed Mental Health Therapist and previously was director of clinical services for Sarasota Memorial Bayside Center for Behavioral Health. Steven earned a bachelor’s and master’s degree in psychology from Truman State University.
Steven is a volunteer with Nates Honor Animal Rescue and a corporate volunteer with Sarasota Memorial Healthcare. Originally from St. Louis, Missouri, he lives in Sarasota with his wife, Cheryl.
Raymond James is not affiliated with any of the organizations listed above.