Steve believes the cornerstone of a successful client/advisor relationship is the mutual trust and respect that develops over time, and he is deeply committed to helping his clients realize their long-term financial goals. He provides a comprehensive approach to asset allocation, wealth management, risk management and estate planning to busy professional and multigenerational families.
Steve employs the vast resources of Boston Harbor Wealth Advisors and Raymond James, one of the largest independent financial services firms in the nation, to bring the right expertise and tailored financial solutions designed to meet his clients’ specific needs. He works diligently to assist his clients with exceptional customer service and the intention of being their trusted wealth advisor for life.
Prior to working with Boston Harbor Wealth Advisors and Raymond James, Steve affiliated with Ameriprise Financial for 25 years. He attended the University of Pennsylvania and studied Urban Studies from 1987 to 1991.
Steve works closely with Rebecca Denham. View her bio.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Originally from Ardsley, New York, Steve was on the board of trustees and served as financial secretary for Temple Beth Am in Yorktown Heights, New York, for many years and continues to serve on the board of trustees for Drive to Cure Diabetes, a nonprofit organization created to raise money for research related to juvenile diabetes. Steve lives in Mohegan Lake, New York, is married to Melissa, and has two children, Bobby and Elena. Bobby, 17, will be attending the University of Miami, and Elena, 14, is a sophomore at Lakeland High School. When not in the office, Steve enjoys tennis, golf and travel with his family.
Raymond James is not affiliated with any organizations mentioned.