With over 27 years of financial planning experience, Steve brings a unique background of both individual and institutional financial services. His experience includes Vice President in the Institutional Securities Division of Morgan Stanley where he gained first hand experience on the trading floor working with fixed income traders servicing the needs of institutional money managers, pension managers and corporations. Additionally Steve held senior positions at Citigroup including Citibank and Citicorp Investment Services where he was instrumental in the introduction of CitiGold, one of the first combined banking and brokerage accounts within the industry. Managing both traditional investment branches as well as full service bank branches, Steve has developed a truly holistic understanding across the full spectrum of client's financial needs.
Steve is a Certified Financial Planner (CFP®), Accredited Investment Fiduciary (AIF®) and holds a degree in engineering from the University of Rhode Island. He is a member of the Financial Planning Association and Board member of the FPA of Tampa Bay chapter and a charter member of the Financial Planning Institute.
He is active in Pro Bono efforts throughout the community and provides investment and retirement education programs for numerous groups including; Eckerd College, the Veterans Administration, US Geological Survey, State of Florida Employee Retirement Association, National Association of Active and Retired Federal Employees (NARFE) as well as local programs through the University of Florida educational system.
Registrations and Licenses
- Series 7 (General Securities)
- Series 24 (Securities Principal)
- Series 53 (Municipal Securities Principal)
- Series 63 (Multi State)
- Series 65 (Investment Advisor)
- Life, Health, Variable Annuity licenses
Professional Degrees & Certifications
- Licensed Certified Financial Planner (CFP®)
- Accredited Investment Fiduciary (AIF®)
- Investment Advisor Representative
- Citibank Advanced Commercial Credit
- BS Chemical and Ocean Engineering, Univ. of Rhode Island
4755 East Bay Dr., Clearwater, FL 33764 | tel (727) 437-6000 | toll free (888) 500-2050 | fax (727) 437-6650
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