Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Investments
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • CLTC® Certified Long Term Care

Education

  • BS Finance, Minor in International Political Science - Bryant University 2006

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2022
  • Indelicato & Coffey, Forbes Best-in-State Wealth Management Teams, 2023
  • Ameriprise Exceptional Client Service Award Honoree, 2013
  • Five Star Wealth Manager, 2012-2019, 2021-2024
  • Ameriprise Circle of Success, 2008

Community participation

Steve attending the Kyle Van Noy Valor Foundation charitable event on June 3rd, 2021.
Steve attending the Kyle Van Noy Valor Foundation charitable event on June 3rd, 2021.

Participant: Sharon Timlin 5k Road Race, supporting efforts to cure A.L.S.

Participant: Wounded Warrior Project-Tough Mudder Race

Participant: Bill’s 5K, supporting Travis Roy Foundation

Volunteer – Greater Boston Food Bank

Attendee- Van Noy Valor Foundation

Interests

  • Traveling, snowboarding, trying new restaurants, participating in road and bike races for charity

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.