Steven Post Email & Phone Number

**By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.** Steve joined UBS in January 2016, and has over 30 years in the financial service industry. Steve focuses on Wealth Management and investment planning for high net worth individuals and affluent clientele. He has extensive experience in portfolio construction, equity and fixed income trading, financial planning and retirement stategies. Steve strives to serve as a trusted advisor taking an individual tailored approach to investing. Reviewing the client's personal and financial goals and developing a customized strategy based upon their needs and objectives. **Registered States**CA,CT,DC,FL,LA,MA,NJ,NV,NY,VA/*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Listed skills include Weath Management, Retirement Planning, Investment Strategies, Asset Management, and 2 others.