S

Steven's email & phone

Position:Wealth Advisor at Mercer Advisors
Experience:18 years
Location:Morristown, New Jersey, United States

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Work Experience

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 2 months.

Education

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

Bergen Community College

High School at Wayne Hills

Current Company Information Mercer Advisors

Name: Mercer Advisors

Speciality: Holistic Wealth Management, Financial Planning, Family Wealth Office, Investment Management, Risk Management, Asset Protection, Estate, Tax and Legacy Planning, Retirement Plan Design and Administration

Location: Denver, Colorado, United States

Employees: 500-1000

HQ Phone: 888.565.1681

Description: Are you looking to amplify and simplify your financial life? For nearly 40 years, Mercer Advisors has been doing just that for families across the country by integrating financial...

Frequently Asked Questions

What is Steven's minimum period of employment in the companies?

Steven's minimum period of employment in various companies is 3 months.

What is Steven's average duration of employment for different companies?

On average, Steven works for one company for 1 year 11 months

What industries has Steven worked in?

Steven works in the Financial Services.

What positions has Steven held before?

Previously, Steven worked as a Associate Wealth Advisor, and Financial Planner, and Director of New Business, and Team Leader, and Financial Representative Intern.

How do I contact Steven?

Steven's email address is **@merceradvisors.com, phone number is +1-***-***-3497. Sign up to get contact details.

Who are Steven's peers at other companies?

Steven's peers at other companies are Grant Sylvester and Shahazeem CK and Quraisya Adamsha

Steven Namesakes

Name
Company
Position
S
Senior Interior Designer Manager
S
Business Banking Relationship Manager
S
Semiconductor Engineer

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Other employees at Mercer Advisors

Name
Company
Position
S
Instructional Designer
A
Tax Operations Specialist

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