Steve has 30 years of experience in the investment industry, beginning his career in venture capital in the mid 90’s specifically raising money for a startup firm that dealt with the manufacturing of dental implants. Steve joined Morgan Stanley in 2001 where he managed private/institutional assets for the firm. In 2007 Steve joined Merrill and focuses on providing advice and guidance to small business owners, bankers, and industry leading professionals with an emphasis on wealth management, retirement planning, and institutional services. Steve graduated from Boston College and lives in River Forest with his two children.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
