Senior Vice President
Steve comes to Stoever Glass Wealth Management with an extensive career in financial services. Beginning as a Financial Advisor for Merrill Lynch, Steve then joined the ranks of branch management with both Paine Webber and as Senior Vice President/ Branch Manager of a Smith Barney complex which included Manalapan, Delray Beach and Boca Raton, Florida. Steve is a Certified Retirement Planning Counselor (CRPC®) issued by the College for Financial Planning and is licensed in all Insurance products as well as Series 7 and 66 certifications.
Steve is a graduate of New York University’s, Stern School of Business and holds a MBA degree from Iona College Graduate School of Business.
For the past 27 years, Steve has acquired a vast array of financial expertise, which he now brings to Stoever Glass Wealth Management Inc., in Boca Raton, Florida as a Senior Vice President / Principal in Charge.