portrait of Steve Fordham

About Steve

As an Edward Jones financial advisor, I believe it's important to understand your goals before you invest your money. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.

In 2011, I joined Edward Jones as a financial advisor. I worked as a stock analyst with UBS AG and Morgan Stanley in New York, NY, from 2007-2011.

In 2008, I earned the CFA® (Chartered Financial Analyst®) designation from the CFA Institute. The CFA Institute awards the CFA® designation to those who have passed the CFA Program, a graduate-level...

Focus Areas

  • Employee Stock Options
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Wealth Strategies

Work History

  • Edward JonesOctober 2011 to Current

Certifications

  • CFA®

    Chartered Financial Analyst®

Education

  • Univ of NC-Chapel HillBachelor of Science

Personal Interests

  • Cycling
  • Golfing
  • Spending Time with Family
  • Traveling
  • Volunteering

Team Members

  • Sara Fortier
    Branch Office Administrator
  • Mary Miller
    Branch Office Administrator
  • Olivia Williford
    Branch Office Administrator

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