Work History
Edward Jones
Edward JonesJune 2009 to Current
About Steve
Being a financial advisor is what I was meant to be. I have always been passionate about saving for specific goals, living within your means and continuous improvement.
I grew up in Plantation and have been in finance for over 35 years.
I have been fortunate to help many people improve their lives to organize, build, protect and transfer wealth.
I strive to understand what is important to people and be there like a family member for clients. I appreciate the trust my clients instill in me where they confide details of their personal lives, hopes, dreams and fears. This trust...
I grew up in Plantation and have been in finance for over 35 years.
I have been fortunate to help many people improve their lives to organize, build, protect and transfer wealth.
I strive to understand what is important to people and be there like a family member for clients. I appreciate the trust my clients instill in me where they confide details of their personal lives, hopes, dreams and fears. This trust...
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Wealth Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
Work History
Edward Jones
Edward JonesJune 2009 to Current
Certifications
AAMS™
Accredited Asset Management Specialist™
Education
Univ of Illinois - Chicago
Univ of Illinois - ChicagoBachelor of Arts and Science
Education
Univ of Illinois - Chicago
Univ of Illinois - ChicagoBachelor of Arts and Science
Personal Interests
- Spending Time with Family
- Music
- Traveling
- Sports Enthusiast
Team Members
Tracey DunkleySr. Branch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Location
PlantationFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More