Nominated by Boston Magazine in 2009 & 2014 as a Five Star Wealth Manager, Steve brings over 15 years of experience in the financial services industry to the table.
His earlier years working with Fidelity Investments on the brokerage trading desk primed him well for educating clients on the risks and rewards associated with the stock and bond markets. From 2000-2009, Steve honed his financial planning skills and excelled as a top-ranked advisor at one of Fidelity's most prestigious offices in the country, the Braintree Investor Center.
Steve's passion and expertise on the financial markets, coupled with his determination and innate desire to help clients achieve their financial goals, has enabled him to build a successful financial practice as an independent financial planner. Steve's relaxed and consultative nature puts his clients at ease and helps them realize that putting together a holistic financial plan, when done with the right advisor, does not have to be, and shouldn't be, an intimidating process at all!