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 more than 17 years of experience as a financial advisor. Steve specializes in helping clients make informed investment decisions to achieve their specific capital appreciation and retirement goals. A 1996 graduate of Coastal Carolina University's School of Business, Steve offers a seasoned yet fresh approach. He is market savvy and skilled at breaking down the complexities of the trade to assist clients in choosing investment strategies they understand and that work for them. He is licensed to trade securities in 34 states. 

 

Steve holds licenses in Insurance and Securities, and he is a Registered 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 serves on the Staff Parish Relations Committee at Calvary United Methodist Church and is President of the Wakefield High School Crew Boosters. His oldest daughter’s boat took first place in Virginia and 3rd in Nationals in 2018. A registered boat Captain and former sailing instructor, Steve supports the Potomac Swim for the Environment promoting river water quality.  Having worked for the U.S. Marshall Service in his youth, Steve is an advocate for Veterans issues and supports the Vietnam Veterans Memorial Fund and National League of POW/MIA Families. A mountain bike enthusiast, Steve served on the Board of Phoenix Bikes in Arlington, VA, a non-profit bike shop that teaches life skills to at-risk youth.