AdvocateWealth.com
Title
Advocate Wealth Management
Description
Excerpted from the website:
- Born in 1959, Steve has been in the financial services industry since 1985. He has served as a Financial Consultant, with E.F. Hutton, Smith Barney, and Merrill Lynch. In addition to working as a Financial Consultant, he was a Regional Manager in the Los Angeles, Long Beach, and San Diego regions; he then was promoted to Division Manager for Southern California with Great Western Financial Securities. He has also worked as a Senior Vice President and Complex Manager with Wachovia Securities in Washington State. He earned his CFS designation in 1995.
