With over 25 years of experience as a financial advisor, Steven brings extensive industry knowledge to help clients pursue their goals.
He provides comprehensive wealth management and financial planning services. Also, he maintains a Multiple Family Office to provide additional daily financial management to support the needs of Professional Athletes, Executives, Professionals, and High Net Worth clients.
Steven values cultivating relationships with the individuals and families he works with. “I seek to enhance the quality of their life,” he said, “through integrity, service, and solid financial planning.”
In 1991 Steven began his career as a financial advisor with Morgan Stanley. In 2006 he, along with his father Arthur, left Morgan Stanley to bring their practice to Raymond James.
This move to Raymond James allowed Steven and Arthur to augment their high level of service and support to our clients. Steven earned a Bachelor of Arts in Accounting from New England College.
He lives in Plymouth Meeting, Pennsylvania and pursues his many passions. He enjoys competitively racing his Formula 500 race car with the Sports Car Club of America (SCCA), where he is both a member of the Board of Directors and Treasurer of the local Philadelphia Region. He relaxes by kayaking on both the Schuylkill and Delaware Rivers and the local lakes.
As an outlet for his creativity, he practices pottery, taking lessons for many years at the Wallingford Art Center and winning awards for his work at both the art center and in the annual Raymond James Associate Art show.