Steven graduated Magna Cum Laude with a B.A. from Merrimack College and was a recipient of the Presidential Scholar Award. He began his career with Primerica and joined Winchester Financial Group in 2009.
Steven makes it his personal goal to fully understand the individual needs of his clients. He is able to effectively explain scenarios in an uncomplicated manner, truly a skill with the daunting language of the financial world.
His primary focus is with individual investment planning and start-up plans for businesses and carefully selecting the appropriate choices in life insurance protection for his clients. Steve is fluent in Italian and Spanish, thereby opening his communication lines with diverse ethnic backgrounds.
Steven currently holds Series 7, 6, 65 and 63 registrations and is a Registered Representative through his Broker/Dealer, Cetera Advisor Networks LLC.