Steve began his financial services career in 2000 when he joined the Brooklyn, N.Y. office of J.P. Turner & Company, LLC ® as an investment executive. His responsibilities included new client development, account management and investment analysis. He currently manages the firm's office located in the heart of New York's Financial District. Steve has managed more than 100 registered representatives; assisting them with opening, managing and growing their businesses. His experience, operational support and insight into market trends have provided the guidance needed to expand their product knowledge and client base. Prior to joining J.P. Turner, Steve successfully managed several family-owned businesses in New York City.

 

Working with an experienced financial representative is important to achieving your goals. Steve applies his years of experience and the industry knowledge he’s gained to each suggestion he makes to his clients. He recommends investment strategies and products that take into account their short-term financial needs and long-term investment goals. He provides a variety of client services including college savings planning, wealth management, retirement planning and estate planning.