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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Financial Advisor
Steven is a Senior Vice President – Wealth Management at UBS and began his career as a Financial Advisor with Merrill Lynch in 1996. He holds a CERTIFIED FINANCIAL PLANNING ™ certificate, a designation awarded by the Certified Financial Planner Board of Standards Inc., which is the recognized standard of excellence for competent and ethical personal financial planning. He attained his undergraduate degree from The College of New Jersey in Business Administration. There he enjoyed four successful seasons playing quarterback, culminating in the college's first ever NCAA Div. III football playoff appearance.
As the team's facilitator of investment management, Steve oversees strategic and tactical allocation strategies through institutional asset management as well as providing customized client portfolios. He believes that goal based financial planning helps drive the allocation process and places the clients in the best position to achieve their desired outcome. Working toward these goals and building relationships with each client is the most rewarding and motivating aspect of his financial counseling experience.
Steve enjoys spending time with his family; wife Jeannine and children Steven, Amanda and Madilyn in Hammonton, NJ. He is involved in his community, volunteering in youth sports programs and various advisory boards. Steve is an avid golfer and general sports/outdoor enthusiast.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Steven is a Senior Vice President – Wealth Management at UBS and began his career as a Financial Advisor with Merrill Lynch in 1996. He holds a CERTIFIED FINANCIAL PLANNING ™ certificate, a designation awarded by the Certified Financial Planner Board of Standards Inc., which is the recognized standard of excellence for competent and ethical personal financial planning. He attained his undergraduate degree from The College of New Jersey in Business Administration. There he enjoyed four successful seasons playing quarterback, culminating in the college's first ever NCAA Div. III football playoff appearance.
As the team's facilitator of investment management, Steve oversees strategic and tactical allocation strategies through institutional asset management as well as providing customized client portfolios. He believes that goal based financial planning helps drive the allocation process and places the clients in the best position to achieve their desired outcome. Working toward these goals and building relationships with each client is the most rewarding and motivating aspect of his financial counseling experience.
Steve enjoys spending time with his family; wife Jeannine and children Steven, Amanda and Madilyn in Hammonton, NJ. He is involved in his community, volunteering in youth sports programs and various advisory boards. Steve is an avid golfer and general sports/outdoor enthusiast.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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