Steven P. Adwar

With over a decade of experience in the financial services industry, Steven provides personalized guidance for high-net-worth individuals, families, young professionals, corporate executives, and retirees. He is dedicated to building long-lasting relationships founded on trust, transparency, and a deep understanding of each client’s goals, offering comprehensive wealth management strategies that include investment planning, retirement solutions, and tax-efficient approaches designed to help clients grow, preserve, and transfer wealth.

Steven holds his Series 7, 63 and 65 registrations, as well as life and health insurance licenses, enabling him to deliver a full range of customized financial strategies.

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