Justin Steil, CIMA, CRPS
View FINRA BrokerCheck informationContact us

Experience

Makes all the difference

Justin Steil, CIMA, CRPS

First Vice President–Wealth Management

Chartered Retirement Plans Specialist℠

My focuses is on wealth management for time challenged professionals and consulting to corporate retirement plans as one of the firms specialized Senior Retirement Plan Consultants.

I am FINRA registered and hold Series 7 and 66 securities licenses as well as life and health insurance licenses.  I have earned the Chartered Retirement Plans Specialist® designation awarded by the College for Financial Planning to individuals who specialize in creating, implementing and maintaining retirement plans for businesses. 

I hold the Certified Investment Management Analyst® certification, administered by the Investments & Wealth Institute and taught in conjunction with The Wharton School, University of Pennsylvania.  The CIMA® certification is focused investment management analysis, portfolio theory and behavioral finance, portfolio construction and risk management and application of the investment consulting process.      

In my spare time I enjoy golfing, sailing the Harbor 20s at the Sail Nauticus Center and watching English Premier League soccer - Liverpool!  My wife and I live in the Larchmont area of Norfolk with our Jack Russell Terrier, Oliver, that is a registered therapy dog. 

Registered States:
  • CA
  • CO
  • DC
  • FL
  • GA
  • MD
  • MI
  • NC
  • NY
  • SC
  • TX
  • VA

Justin Steil, CIMA, CRPS

Education

  • James Madison University, BS Biology: 2004

Credentials

  • Chartered Retirement Plans Specialist℠
  • Portfolio Manager
  • Senior Retirement Plan Consultant
  • Certified Investment Management Analyst®

Justin Steil, CIMA, CRPS

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Retirement Plan consulting
401(k) plan services
Cash management
Financial planning
Retirement planning
Asset allocation
Business owners

Justin Steil, CIMA, CRPS

440 Monticello Ave
20th Floor
Norfolk, VA 23510

Email Me

Justin Steil, CIMA, CRPS

First Vice President–Wealth Management

Chartered Retirement Plans Specialist℠

My focuses is on wealth management for time challenged professionals and consulting to corporate retirement plans as one of the firms specialized Senior Retirement Plan Consultants.

I am FINRA registered and hold Series 7 and 66 securities licenses as well as life and health insurance licenses.  I have earned the Chartered Retirement Plans Specialist® designation awarded by the College for Financial Planning to individuals who specialize in creating, implementing and maintaining retirement plans for businesses. 

I hold the Certified Investment Management Analyst® certification, administered by the Investments & Wealth Institute and taught in conjunction with The Wharton School, University of Pennsylvania.  The CIMA® certification is focused investment management analysis, portfolio theory and behavioral finance, portfolio construction and risk management and application of the investment consulting process.      

In my spare time I enjoy golfing, sailing the Harbor 20s at the Sail Nauticus Center and watching English Premier League soccer - Liverpool!  My wife and I live in the Larchmont area of Norfolk with our Jack Russell Terrier, Oliver, that is a registered therapy dog. 

Registered States:
  • CA
  • CO
  • DC
  • FL
  • GA
  • MD
  • MI
  • NC
  • NY
  • SC
  • TX
  • VA

Education

  • James Madison University, BS Biology: 2004

Credentials

  • Chartered Retirement Plans Specialist℠
  • Portfolio Manager
  • Senior Retirement Plan Consultant
  • Certified Investment Management Analyst®

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Retirement Plan consulting
401(k) plan services
Cash management
Financial planning
Retirement planning
Asset allocation
Business owners
440 Monticello Ave
20th Floor
Norfolk, VA 23510

Email Me

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

© UBS 1998-2024. All rights reserved.