Steve has more than 27 years of experience providing financial and wealth management advice and guidance. He focuses on personalized wealth management strategies for select families and foundations. Steve started his career as a CPA working for Deloitte & Touche in Tampa and later worked as a financial analyst for the Walt Disney Company in Orlando and Paris. Before joining RBC Wealth Management, he was a financial advisor and branch manager for Smith Barney, UBS Financial Services and Merrill Lynch Wealth Management.
He earned his Bachelor of Science degree in accounting from the University of Florida and has passed the Series 7 and 65 securities exams. Steve was named to Barron’s Top 1,200 Financial Advisors list in 2020 and 2021, Forbes Best-in-State Wealth Advisors list in 2020, 2021 and 2024, and on the AdvisorHub Advisors to Watch in 2024. Steve is on the board of directors for The Council on Aging of Martin County at the Kane Center. He also serves on the Financial Advisors' Advisory Council. The 12 members of the council are nominated annually by the divisional directors based on their commitment to the goals, values and strategic initiatives of the firm. Steve and his wife, Julianne, live in Sewall’s Point with their two daughters and two golden retrievers.
