Steve joined Flynn Zito after spending nearly four years at Fidelity Investments. During his time at Fidelity Investments, Steve worked with clients whose financial situations and asset levels varied widely. He assisted clients with topics including retirement planning, wealth accumulation and preservation strategies, income planning, and education planning.
Prior to Fidelity Steve spent 15 years on the floor of the New York Stock Exchange for Goldman Sachs. He was a Designated Market Maker in stocks representing many aspects of the S&P 500 and totaling over $50B in market capitalization. He specialized in risk management and in overseas markets, focusing on Asia, India and Great Britain. Steve holds the Series 7 and 4 Registrations with LPL Financial and his Series 66 Registration is held with LPL Financial and Flynn Zito.
Steve grew up on Long Island and attended Hofstra University, graduating with honors in Communication Arts. He is an avid runner, hockey player, film buff and Bob Dylan fan. When he is not doing any of those things, Steve’s favorite pastime is spending time with his wife, two children and his dog, Gordie.