Frederick

Steve joined Moors & Cabot in 2001 and was promoted to Branch Manager of the firm’s Capitol area Alexandria, VA office in 2004. He has over 23 years of experience as a financial professional. Steve specializes in helping clients make informed investment decisions to work towards their specific financial and retirement goals. 

A 1996 graduate of Coastal Carolina University's School of Business, Steve offers a well rounded, personalized approach. He is skilled at breaking down the complexities of the markets to assist clients in choosing investment strategies they understand. 

Steve helps several nonprofits with their unique investment needs which include reviewing and making Investment Policy recommendations.  Adhering to the Investment Policy reduces board risk and sets a clear understanding of the investment goals. Steve rebalances portfolios on a regular basis to help make sure they stay in line with their policy.

 

Steve holds licenses in Insurance, Securities, and he is an Investment Advisor Representative. He provides a planning-based business approach designed to meet each client’s goals using a tailored selection of the following platforms:    

• Individual Equities

• Corporate and Tax-Free Municipal Bonds

• Exchange Traded Funds (ETF’s)

• Unit Investment Trusts (UIT’s)

• Mutual Funds

• Treasuries

• Individually managed portfolios

Steve resides in his native Arlington, VA, where he is active with his family, community, and church. He supported two of his daughters through the collegiate level in Rowing and another in Irish dance at the World level. In addition, Steve is an active member in the non-profit community. He previously served as the chair on the Staff Parish Relations Committee and Finance Committee at his Church. Steve is an advocate for Veterans issues and supports the Vietnam Veterans Memorial Fund, National League of POW/MIA Families, and SDIT. A registered boat Captain and former sailing instructor, Steve supports the Potomac Swim for the Environment promoting river water quality.  A mountain bike enthusiast, Steve previously served on the Board of Phoenix Bikes in Arlington, VA, a non-profit bike shop that teaches life skills to at-risk youth.