Steve started his career as a Financial Advisor over 20 years ago at Merrill Lynch. He joined Raymond James in The Villages in 2016. As the senior member of our team, Steve focuses on Client financial strategies.
Originally from Rochester, NY, Steve met his wife, Odessa, while attending college at the University of North Carolina at Greensboro. They settled in Lake County, FL where they have raised their children, Jessica and Preston, and currently enjoy spending time with their granddaughter, Abby.
While away from the office, Steve spends most of his time with his family or at his home away from home in South Carolina. He enjoys boating, golfing, downhill skiing, and he is a very active member of his church, The Fellowship, in Leesburg, FL.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.