Throughout his 35 years of serving clients through various economic cycles, Steve has demonstrated a dedication to helping others pursue important financial goals. Stephen prides himself his strategic financial planning for individuals, their families, independent business owners, and law enforcement officers. His clients appreciate his ability to explain complex subjects in clear terms and his personalized service.
An Accredited Investment Fiduciary® professional, Steve offers objective guidance as part of a team of independent advisors. “I love working with my clients and the opportunity to help them gain confidence in a constantly changing investment environment,” he says.
Before joining North Atlantic Investment Partners and affiliating with Raymond James, Steve served as a financial advisor for Wells Fargo Advisors, UBS Financial Services, Smith Barney Shearson and Merrill Lynch. He earned a Bachelor of Science degree from Fairfield University.
Community involvement is a priority for Steve. He is a regular volunteer coach for Wellesley Youth Athletics and is president of the Connecticut Junior/Senior Golfing Society. He is also past president of the BoSox Club.
Originally from Garden City, New York, he currently resides in Wellesley, Massachusetts, with his wife, Lucy. They have three sons: Nicholas, Ryan and Brandon. When he’s away from the office, Steve enjoys golfing, traveling and reading.