Stephen Norton's focus is providing individualized solutions for families and businesses. "We focus on each of our clients' specific needs, not a one-approach-fits-all premise. Clients seem to find this a refreshing change to the financial industry's normal boiler plate product offerings". Steve has clients throughout the United States.
Steve has over 24 years of experience in the financial services industry. Most recently he was an account vice president with UBS Financial Services. Prior to UBS, Steve served as an investment representative with Edward Jones where he trained new investment representatives. In addition to employment with brokerage firms Steve worked as an investment and planning professional for a life insurance company and a bank trust department.
Steve is a graduate of Ithaca College where he received a Bachelor of Science degree in communications management. He hold the series 6, 7, 24, 63 and 66 securities licenses as well as life and health insurance licenses.
Steve has always found ways to give back to the community. He has served as the President of the Trumbull Connecticut Chamber of Commerce, a board member of the Bridgeport Regional Business Council, a Junior Achievement Volunteer, and as a board member of New England Health Charities. In the past he served as a board member of the ALS Association Of Connecticut
As a board member of the Old Saybrook Chamber of Commerce Steve spear headed the start of the Chamber's Non-Profit Council. During Hurricane Irene, he led an effort to raise funds to help those in need, providing matching chamber member donations dollar for dollar.
As a member of the Connecticut Construction Industry Association and Association of General Contractors Steve had become known for his understanding of the issues facing commercial construction companies. Included among his clients are owners and executives from some of Connecticut's leading commercial builders.
Steve resides in Old Saybrook Connecticut with his wife, Cheryl, and children, Tessa, Abigail and Harry.