Steve has 15 years of experience in the financial services industry and finds fulfillment in tackling complex matters such as, trusts and estates, elder care planning, and advanced tax strategies. He has a knack for simplifying the complicated and providing clarity and calm to clients in the face of uncertainty.Let's chat! Use this link to schedule a call in my calendar: https://scheduleonce.com/stevegelberzoomSecurities offered through HighTower Securities, LLC member FINRA/SIPC. HighTower Advisors, LLC is a SEC registered investment advisor.
Listed skills include Wealth Management, Investment Management, Estate Planning, Trusts, and 6 others.