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Steven Snowden Email & Phone Number
Advanced Tax Planner
at
Wall Private Wealth
1 work email found
@usprivatewealth.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Advanced Tax Planner
Location
Palm Beach, Florida, United States
Company size
Who is Steven Snowden? Overview
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Quick answer
Steven Snowden is listed as Advanced Tax Planner at Wall Private Wealth, a with 12 employees, based in Palm Beach, Florida, United States. AeroLeads shows a work email signal at usprivatewealth.com and a matched LinkedIn profile for Steven Snowden.
Steven Snowden previously worked as Investment Advisor Representative at U.S. Private Wealth and Advisory Board Member at Go Live With Purpose Inc. Steven Snowden holds Bachelor Of Science In Business, Marketing, Management, And Entrepreneurship from Penn State University.
Company email context
Email format at Wall Private Wealth
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{first}@usprivatewealth.com
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Profile bio
About Steven Snowden
Steve has had the privilege of being a part of Wall Private Wealth and US Private Wealth, where he has rapidly accumulated a wealth of expertise over the past three years. In this relatively short time frame, under the guidance of industry veteran Michael Wall, Steve has emerged as a recognized authority in the field.Together with Michael Wall, Steve has achieved great accomplishments. He has consistently assisted clients in saving millions of dollars in taxes, helped guide individuals through successful company sales, and earned a reputation for his adeptness in helping high-income individuals strategically reduce taxes, helping to build their financial legacies.Born and raised in Altoona, Pennsylvania, Steve's entrepreneurial journey took flight when he assumed the presidency of a prestigious program at Penn State University, established by Steve & Nancy Sheetz, the visionary minds behind the multi-billion-dollar Sheetz company. This pivotal period exposed him to invaluable mentorship from accomplished business leaders, including Steve Sheetz, whose insights continue to shape Steve's endeavors in sunny Palm Beach.In addition to his professional strides, Steve has experienced significant personal growth. He and his wife Katie embarked on a new chapter together in September 2021, embracing the vibrant community of South Florida. Steve's commitment to making a difference extends beyond the boardroom; he actively volunteers in student ministries at his church, Christ Fellowship, and utilizes his social media platforms to motivate and inspire others.Steve is a firm believer that "being comfortable in uncomfortable situations is the key to personal and business triumph." In just three years, he has channeled this belief into a dedicated mission: to assist high-net-worth multifamily office clients with their private wealth. Within this relatively brief timeframe, he has transcended basic financial planning to provide clients with the kind of expertise that is typically earned over decades. His vision remains resolute—to protect, grow, and optimize wealth, offering clients the tools to thrive even in the face of intricate financial challenges."
Listed skills include Social Media, Tenacious Work Ethic, Leadership, Finance, and 10 others.
Current workplace
Steven Snowden's current company
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Wall Private Wealth
8 roles
Steven Snowden work experience
A career timeline built from the work history available for this profile.
Investment Advisor Representative
CurrentWe are a multi-family office, helping affluent families and individuals protect, grow and reduce taxes on their wealth.Solicitation and investment advisory services offered through U.S. Private Wealth, LLC.The specialized information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.
Jun 2021 - Present
Advanced Tax Planner
CurrentWall Private Wealth is a financial services firm designed to address planning needs and provide investment solutions and tax strategy for high net-worth individuals and families. Since 2001, we have been assisting affluent families with accumulating, enhancing and preserving wealth for future generations.
Jun 2021 - Present
Advisory Board Member
Current
Apr 2022 - Present
President
• Personally mentored by Stephen Sheetz, Chairman of the Board at Sheetz• Led and guided 60+ students towards future business and personal success• Helped students grow their network and get out of their comfort zone• Lead the creation of different hosted events such as leadership conferences, networking events, mock interviews, fundraisers, speaker series, etc.• This program emphasizes and instills business etiquette, networking, and leadership skills into its studentsItems completed for the program:- 80 hours of community service- Spoke with and recorded networking meetings with 8+ entrepreneurs/business leaders- Attended 2 speaker series- Attended and spoke at business ettiquette dinners & benefactor events- Attended collegiate entrepreneurship organization conference in Tampa, FL
Apr 2020 - May 2021
Financial Representative
• #1 activity level intern out of 86 in Pittsburgh• Gained 14 clients• Generated and outlined a prospect list of 200 people to begin my practice• Articulated through the medical market and expanded my business to hospitals in Pittsburgh, Maryland, Harrisburg, and Ohio• Assessed the financial needs of client's diverse situations and composed holistic financial plans that fit the needs of the prospect• Continuously servicing financial questions of my clients and updating portfolios
Nov 2019 - Mar 2021
Digital Marketing Specialist
Rz Media Ventures
• Created cash-generating leads for the company• Ran Facebook advertisements for clients• Developed ads targeting specific users for key promotions• Strategically researched and studied various materials to understand opponents and competitive advantages (Billy Gene Marketing Programs)• Met with clients to clarify their promotional goals; created social media campaigns to promote their company• Ran social media campaign for an 800-million-dollar company• Helped design a leadership conference
May 2019 - Oct 2019
Landscaper
Bennetti’S Tree Service
Manual labor for 11 hours a day!Responsible for ensuring that outdoor spaces were properly designed and cared for. Daily tasks included triming, mowing, or pruning greenery; removing weeds and dead material; and nourishing trees by mulching, aerating, fertilizing, and watering.
May 2019 - Aug 2019
1 education record
Steven Snowden education
FAQ
Frequently asked questions about Steven Snowden
Quick answers generated from the profile data available on this page.
What company does Steven Snowden work for?
Steven Snowden works for Wall Private Wealth.
What is Steven Snowden's role at Wall Private Wealth?
Steven Snowden is listed as Advanced Tax Planner at Wall Private Wealth.
What is Steven Snowden's email address?
AeroLeads has found 1 work email signal at @usprivatewealth.com for Steven Snowden at Wall Private Wealth.
Where is Steven Snowden based?
Steven Snowden is based in Palm Beach, Florida, United States while working with Wall Private Wealth.
What companies has Steven Snowden worked for?
Steven Snowden has worked for Wall Private Wealth, U.S. Private Wealth, Go Live With Purpose Inc, Sheetz Fellows Program, and Northwestern Mutual.
Who are Steven Snowden's colleagues at Wall Private Wealth?
Steven Snowden's colleagues at Wall Private Wealth include Dalton J. Helvey.
How can I contact Steven Snowden?
You can use AeroLeads to view verified contact signals for Steven Snowden at Wall Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Steven Snowden attend?
Steven Snowden holds Bachelor Of Science In Business, Marketing, Management, And Entrepreneurship from Penn State University.
What skills is Steven Snowden known for?
Steven Snowden is listed with skills including Social Media, Tenacious Work Ethic, Leadership, Finance, Microsoft Office, Microsoft Word, Financial Consulting, and Microsoft Excel.
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