Advisory Services Team
With over a century of experience, our dedicated team guides you with genuine care and unwavering honesty, creating personalized financial journeys that prioritize your peace of mind and trust.
Steve brings over a decade of experience to his client-focused approach, helping individuals and families align their financial goals with thoughtful, long-term strategies.
Steve serves as a Wealth Advisor for Midland Wealth Management in New York, working with individuals and families to develop personalized financial strategies aligned with their long-term goals. He brings a relationship-centered approach to advising clients, drawing on his broad experience in banking, lending, and wealth planning.
Steve has spent more than a decade serving affluent and high-net-worth clients in the financial services industry. Prior to joining Midland, he held wealth-focused roles at Wells Fargo, Citibank, and JPMorgan Chase, where he provided guidance on banking, investment, and credit strategies. His experience includes crafting holistic financial plans and collaborating with internal specialists to deliver tailored client solutions.
Investment advisory services offered through Midland Wealth Management, a trade name used by Midland Wealth Advisors, LLC, a registered investment adviser. Insurance products and services offered through LaSalle St. Insurance Services. Investment and insurance products and services are: not insured by the FDIC, not deposits, and may lose value.
Our team of dedicated professionals are here to support you.
