portrait of Steven Echenique

About Steven

At Edward Jones, every strategy we offer and every solution we recommend is based on what's most important to you. Once we understand your priorities, we can help you identify specific financial goals and develop strategies to help you work toward achieving them.

I am originally from Miami, FL; my father is a doctor, while my mother was a nurse. Growing up around these professions instilled in me a drive to help others, a drive I try to incorporate into my daily work. I lived in Chicago and Washington, DC, prior to moving to Charlotte in 2018. This experience has driven...

Focus Areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • College Savings
  • New Investors
  • Retirement Income Strategies
  • Insurance & Annuities

Work History

  • Edward JonesApril 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CFA®

    Chartered Financial Analyst®
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • University of Notre DameBachelor of Business Admin

Personal Interests

  • Personal Fitness
  • Movies & Entertainment
  • Outdoor Enthusiast
  • Community Outreach
  • Pets

Team Members

  • Laura Bower
    Sr. Branch Office Administrator
  • Jillian Klosek
    Branch Office Administrator
  • Melissa Talley
    Branch Office Administrator

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