Steven C.

Steven C. Email and Phone Number

SC Wealth Management @ SC Wealth Management
Steven C.'s Location
Greater Phoenix Area, United States, United States
Steven C.'s Contact Details

Steven C. personal email

About Steven C.

Before forming SC Wealth Management, Steven started his career as a Financial Advisor with UBS Paine Webber. He was then recruited by Bank of America Merrill Lynch, where he was promoted to Vice President in his region and the esteemed Executive’s Club.The SC Wealth Management team provide customized comprehensive financial planning and wealth management to a select number of individuals, families, and businesses. Our mission is to empower our clients to achieve financial security and prosperity by providing accountable, prudent, and ethical advice.We incorporate a personalized and collaborative approach when working with our clients. We strive to build long-term exclusive relationships based on trust, integrity, and professionalism. Our aim is to navigate our clients through life's financial complexities with clarity and confidence.As a Fiduciary, our team is legally obligated to prioritize our clients' interests over our own. We leverage the strength and resources from our custodian, Altruist, and take pride in utilizing investments that are both liquid and transparent.(480) 276-2219steven@scwealthmgmt.com

Steven C.'s Current Company Details
SC Wealth Management

Sc Wealth Management

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SC Wealth Management
Steven C. Work Experience Details
  • Sc Wealth Management
    Founder | Owner
    Sc Wealth Management Oct 2011 - Present
    View
  • Merrill Lynch
    Vice President
    Merrill Lynch Mar 2006 - Oct 2011
    New York, Ny, Us
    View
  • Ubs Wealth Management
    Financial Advisor
    Ubs Wealth Management Oct 2002 - Mar 2006
    Zurich, Ch
    View

Steven C. Skills

Microsoft Office Customer Service Social Networking Social Media Investments Microsoft Excel Social Media Marketing Finance Event Planning Leadership Powerpoint Microsoft Word Securities Wealth Management Due Diligence Marketing Analysis Financial Planning Portfolio Management

Steven C. Education Details

  • Arizona State University
    Arizona State University

Frequently Asked Questions about Steven C.

What company does Steven C. work for?

Steven C. works for Sc Wealth Management

What is Steven C.'s role at the current company?

Steven C.'s current role is SC Wealth Management.

What is Steven C.'s email address?

Steven C.'s email address is az****@****ail.com

What schools did Steven C. attend?

Steven C. attended Arizona State University.

What skills is Steven C. known for?

Steven C. has skills like Microsoft Office, Customer Service, Social Networking, Social Media, Investments, Microsoft Excel, Social Media Marketing, Finance, Event Planning, Leadership, Powerpoint, Microsoft Word.

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