Steven

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Wealth Advisor at Mercer Advisors|Morristown, New Jersey, United States

Position:

Wealth Advisor at Mercer Advisors

Location:

Morristown, New Jersey, United States

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Last updated: 2024-06-03
Updated: 2024-06-03

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Work Experience 18 years

Wealth Advisor at Mercer Advisors

Mar 2022 - Current

Associate Wealth Advisor at Mercer Advisors

Apr 2020 - Mar 2022

Financial Planner at Mercer Advisors

Oct 2019 - Mar 2020

Associate Wealth Advisor at Summit Financial

Sep 2016 - Oct 2019

Director of New Business at JFL Total Wealth Management

Jan 2013 - Sep 2016

Team Leader at The Hogan-Knotts Financial Group

Jun 2010 - Sep 2012

Financial Representative Intern at Northwestern Mutual

Jun 2008 - Sep 2008

Steven started working in 2008, then the employee has changed 4 companies and 5 jobs. On average, Steven works for one company for 2 years 3 months.

Their professional focus is Budgeting, Business Development, and Customer Service across 3 core areas.

Education

Bachelor of Science (B.S.) at William Paterson University of New Jersey

Bergen Community College

High School at Wayne Hills

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Steven
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Steven
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Steven
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