Steve started his financial services career working with Brian, Rick and Bob at Merrill Lynch in 2017. He holds a Series 7 securities license and is working toward the Series 66 as well. Steve joined Platinum Family Wealth in 2020 to continue working with his advisors and their clients that he has served well. He focuses each day on ensuring quality client service is top priority and enjoys getting to know every client and their family situation to bring them the best service possible.
Steve is married to Hillary and has 3 wonderful sons, TJ, Ryan and Jacob. He loves coaching baseball, basketball and is involved with other school activities along with his boys. Steve is a youth leader at North Woodbury Alliance Church. He knows that we need to invest in people, especially our youth. He loves all the lives he touches through his church, school and profession. Steve strives to make all those know they are FAMILY!
Raymond James is not affiliated with the above organizations and/or charitable causes.