Steven

Steven: Email & Phone Number

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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

Frequently Asked Questions

What is Steven's email address?

SignalHire found a verified business email address for Steven: **@merceradvisors.com.

What is Steven's phone number?

SignalHire found a verified phone number for Steven: +1-***-***-3497.

How do I contact Steven at Mercer Advisors?

You can reach Steven through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is Steven's professional background?

Steven has 18 years of professional experience. They have held roles including Associate Wealth Advisor, Financial Planner, and Associate Wealth Advisor at companies such as Mercer Advisors, Mercer Advisors, and Summit Financial. Their education includes Bachelor of Science (B.S.) from William Paterson University of New Jersey, and Bergen Community College.

Is Steven's contact information up to date?

Yes. Steven's SignalHire profile was last updated on 3 June 2024, reflecting their current position as Wealth Advisor at Mercer Advisors in Denver, Colorado, United States.

Steven Namesakes

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Steven
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Steven
Regional Banker - Western Region
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Steven
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