Steven S. Martin, Cpa, Cfp® Email and Phone Number
Steven S. Martin, Cpa, Cfp® work email
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Steven S. Martin, Cpa, Cfp® personal email
As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. My mission is to provide objective and timely advice and guidance - with the highest level of professional service - in building and preserving wealth for my clients.Davenport & Company LLC is not associated in any way with LinkedIn Corp. Davenport is a separate, independent company which offers investment and advisory services. Davenport is a member of FINRA-SIPC-NYSE.Neither Davenport nor its employees are providing or offering to provide personalized investment advice through this site. The views and opinions published on this website are not necessarily those of Davenport & Company. Third-party posts do not reflect the views of Davenport & Company, nor are they approved or endorsed by Davenport or any of its employees.This web page is intended for residents of the United States only. Neither the information nor any opinion expressed on this site constitutes an offer to buy or sell any security or instrument or participate in any particular trading strategy. Davenport is registered to conduct securities broker/dealer business in every U.S. state or territory except North Dakota and Guam. Davenport has made investment adviser notice filings in the following states: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Massachusetts, Maryland, Michigan, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia & Wisconsin.
Davenport & Company Llc
View- Website:
- investdavenport.com
- Employees:
- 313
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Senior Vice President - InvestmentsDavenport & Company Llc Oct 2017 - PresentRichmond, Virginia Area -
First Vice President - Investment OfficerWells Fargo Advisors May 1997 - Oct 2017Richmond, Virginia Area -
Tax AccountantAllegheny Energy, Inc. 1991 - 1997Hagerstown, Maryland -
Commissioned OfficerArmy National Guard 1987 - 1993
Steven S. Martin, Cpa, Cfp® Skills
Steven S. Martin, Cpa, Cfp® Education Details
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Master Of Business Administration (M.B.A.) -
Accounting
Frequently Asked Questions about Steven S. Martin, Cpa, Cfp®
What company does Steven S. Martin, Cpa, Cfp® work for?
Steven S. Martin, Cpa, Cfp® works for Davenport & Company Llc
What is Steven S. Martin, Cpa, Cfp®'s role at the current company?
Steven S. Martin, Cpa, Cfp®'s current role is Senior Vice President - Investments at Davenport & Company LLC.
What is Steven S. Martin, Cpa, Cfp®'s email address?
Steven S. Martin, Cpa, Cfp®'s email address is st****@****ors.com
What schools did Steven S. Martin, Cpa, Cfp® attend?
Steven S. Martin, Cpa, Cfp® attended Mount St. Mary's University, Frostburg State University.
What skills is Steven S. Martin, Cpa, Cfp® known for?
Steven S. Martin, Cpa, Cfp® has skills like Retirement Planning, Asset Allocation, Finance, Financial Analysis, Insurance, Retirement, Risk Management, Financial Services, Securities.
Who are Steven S. Martin, Cpa, Cfp®'s colleagues?
Steven S. Martin, Cpa, Cfp®'s colleagues are Ricardo Cornejo, Thomas Valenza, Joseph L. Keiger, Cfp®, Thomas Ptachick Cfp®, Harry "skip" W. Hamilton,lll, Ashton Love, Stephanie Bednar.
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