Founder and Wealth Management Advisor
Steven has been working in the financial services industry since 2001. He started his career as a financial advisor for Morgan Stanley in White Plains, NY. His career goals have remained the same from day one, helping people. He has worked for Morgan Stanley, HSBC Bank, Countrywide Bank/Bank of America, and New York Community Bank/LPL Financial. Once employers started putting their own needs above the client’s, Steven decided to move on. In 2020 he made the decision to become an independent advisor with Cetera Investment Services. Being independent gives Steven the ability to continue to offer clients his services with integrity. Steven spends as much time as needed with clients to understand their lives, families, lifestyle, and financial goals. He believes his success comes from being able to educate clients on investing and the investment options that meet their needs. He sees his role as a translator making the complex financial world easy to understand for his client family. Steven offers financial services and advice to anyone who is in need of help. He adheres to the golden rule in his professional and personal life, “do unto others as you would have them do to you”.
Steven was named a Top 50 Financial Advisor by Bank Investment Consultant magazine. His personal life shows his dedication to helping others in any way that he can, from volunteering for the Westchester/Putnam special Olympics to helping raise money for underprivileged families in Staten Island through the Jewish Community Center. Steven was presented with a Citation from the New York State Assembly for receiving the Community Service Award from the JCC.
Although growing up and starting his career in Westchester/Putnam counties of New York, Steven has called Staten Island home since 2010. His greatest pleasure in life is his family, Jordan, Talia, Dean, and his wife Marcelle. Steven enjoys coaching his kids in various sports and has had an impressive sports career himself. While in high school, he was captain of the football, basketball, and track teams. He was honored as an “All-American Boy” in his senior year of high school and placed 2nd in New York State in the 110 meter high hurdles. He went on to play football and track and field at Stony Brook University, winning multiple conference medals. His sports career culminated when he competed for the Jordanian National track team in the Pan Arab games in 1999, hosted by Amman, Jordan. It was during that event that Steven broke the Jordanian national record for the 110 meter high hurdles, with his parents and family in attendance.
Steven has spent his life striving to be the best person, athlete, husband, father, and financial advisor he can be. He believes in hard work and in always doing what is right. He always puts the needs of others before his own and, because of that, has built trust with each person he meets and leaves a lasting impression on their hearts.