Location: Montville, NJ 973-299-0444
As a Wealth Management Advisor at Wealthspring Financial Partners, Steve is dedicated to helping clients pursue their financial goals through comprehensive financial planning and tax-efficient strategies. He is passionate about providing excellent service, reducing financial stress, and helping clients leave a lasting legacy.
Steve brings over 10 years of experience from his previous roles as an investment associate at Hennion & Walsh and a financial advisor at Merrill Lynch. He is eager to leverage his experience to benefit his clients. Steve holds a bachelor's degree in finance from West Virginia University and has earned his FINRA Series 7 and Series 66 Licenses, as well as NJ Life & Health Insurance certification.
Outside of the office, Steve enjoys spending quality time with his wife and two children, playing golf, and cheering on the Yankees and Giants.
Designations
FINRA Series 7 and 66 Licenses
NJ Life & Health Insurance