Steven Anderson, CIMA®

First Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

775-824-7159 | Email |
775-824-4224

Qualifications

In 1988, Steven started his career in Reno at E.F. Hutton and later moved to Merrill Lynch in 1992, building his practice with over 100 families managing more than $100 million. In 2009, Steven transitioned his practice to RBC Wealth Management in Reno, Nevada.

Steven attended Vanguard University studying education and transferred to Cal State University, Northridge, majoring in business finance. He earned his Certified Investment Manager Analyst designation (CIMA®) from the Investment Management Consultants Association (IMCA®) at the University of California Berkley. The CIMA helps evaluate investment managers, investment portfolios and the proper metrics to identify risk and return on portfolios. Steven also holds his securities, insurance, and commodities licenses.

Personal

Since 1988 Steven has lived in Reno with his wife Karen of over 25 years and five children. They enjoy skiing, camping, kayaking, hiking, golfing, biking and cooking together in the great outdoors. Steven gives back to the community by being active on the boards of Toastmasters, his church, Financial Advisory Board for the City of Reno,  and the Economic Development Authority of Northern Nevada (EDAWN).

Steven Perrin

Vice President - Financial Advisor

775-824-7042 | Email
775-824-4224

Steven started his career with Merrill Lynch July of 1984 in Palm Springs, California before moving to Reno, Nevada in 2007. After 30 years with Merrill Lynch, he transitioned his practice to RBC Wealth Management. Steven is a Vietnam veteran, serving in the United States Navy. He served three tours in Vietnam from 1968 to 1970 as an air crewman with Patrol Squadron One based out of Whidbey Island, Washington. After serving his country Steven attended Western Michigan University in Kalamazoo, Michigan, receiving a Bachelor of Business Administration degree. Steven enjoys skiing, kayaking, biking, hiking and camping. He enjoys the great outdoors that the Reno Tahoe area has to offer.

Deborah Millett

Senior Client Associate

775-824-7161 | Email
775-824-4224

Tracy Ramos

Branch Service Manager/Senior Investment Assoc

775-824-7047 | Email
775-824-4224