Steven P. Adwar

Financial Advisor

With over a decade of experience in the financial services industry, Steven Adwar offers personalized financial advice for individuals, families, corporate executives, and retirees. Steven supports the individual needs of each of his clients with transparency and efficiency, providing unique solutions tailored to their short- and long- term financial goals.

He holds his Series 7 and 66 registrations, as well as his life and health insurance licenses.

Experience: 

  • Fidelity Investments, Investment Consultant
  • Wells Fargo Advisors, Financial Advisor 

Education/ Certifications: 

  • Towson University, BS, Business Administration with a concentration in Finance
  • Series 7, 66 certifications