Steve Philleo, Cfp® Email & Phone Number

ADVICE. SERVICE. PERFORMANCE. ✪ A HIGHER STANDARD OF WEALTH MANAGEMENT.Steve is a Managing Director and Founding Partner of Steward Partners Global Advisory. He has over 27 years of experience in the financial services industry as a Financial Advisor and Wealth Manager. As a trusted adviser for Washington’s leading professionals, small and mid-size business owners and principals of privately held businesses, Steve and his team help clients create, preserve and responsibly distribute their wealth. Steve advises clients on all financial and family issues necessary to identify, coordinate and plan the many wealth transitions that clients may experience such as the sale of a business or retirement and manage the process for the long term financial security of the client and their families.Steve graduated from the University of Colorado with a degree in Economics and has an MBA in Finance from The American University, Washington, DC. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner and Certified Investment Management Analyst (SM). Steve has been featured on TV and other media speaking on markets and investments. Steve and his team have been recognized as NABCAP Premier Advisors, an elite group of financial advisors who represent the best practices in wealth management in the greater Washington, DC area.Specialties: Tactical Asset Allocation, Equities, Fixed Income, Alternative Investments, Financial Planning, Retirement Planning, Wealth Management.Diversification and asset allocation do not ensure a profit against a loss.

Listed skills include Business Planning, New Business Development, Series 7, Negotiation, and 18 others.