Steven Fox Email & Phone Number

I bring over 30 years of experience in the financial industry, focusing on helping clients create balanced portfolios and personalized financial strategies. Since 1989, I’ve worked as a Financial Advisor for both individuals and institutions, focusing on achieving your financial goals—whether it’s planning for retirement, funding education, securing the right insurance, or building a lasting legacy.Before joining Janney in 2021, I served at Morgan Stanley/Smith Barney, Wells Fargo Advisors, and David Lerner Associates. Before that, I got started as a financial advisor, as an intern with Citibank, while obtaining my B.S. in Business Administration.I am committed to delivering personalized financial advice and comprehensive portfolio management, always with a focus on integrity and exceptional service. This commitment extends to my community involvement, where I serve as Co-President of the Montvale Chamber of Commerce, and I am Past President and an active board member of the Park Ridge Rotary club.In my personal life, I enjoy playing pickleball and attending NY Giants games. My wife, Rose, and I call Montvale home, but we also treasure our time in Tampa, FL. Our daughter is a mental health counselor in Tampa, and our son, Jake, is employed at Blackstone. I look forward to helping you navigate your financial journey!For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

Listed skills include Financial Services and Fox.