About Stephen
Serving the Boca Raton area, Stephen provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Stephen works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Stephen is a Senior Vice President and Wealth Management Advisor for Fifth Third Private Bank in the South Florida region. He and his highly credentialed team are dedicated to helping high net worth and ultra-high net worth individuals, families and businesses with customized wealth management solutions. Stephen is responsible for managing the portfolios of existing clients and developing new relationships in the high net worth clientele. He integrates all facets of the Private Bank experience, including Private Banking, Wealth Planning, Portfolio Management, Trust, Estate Settlement, Insurance, Credit and Cash Management. This position truly represents the best of both worlds, allowing him to operate with flexibility, transparency and integrity in a mutually beneficial partnership.
Education
Stephen earned his Bachelor of Arts in Finance from Florida Atlantic University and a Master of Business Administration (MBA) from The H. Wayne Huizenga College of Business and Entrepreneurship at Nova Southeastern University. He also holds the designation of Trust and Estate Planner (TEP).
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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