About Steven
As a former teacher and coach, my heart is to educate people in regards to financial strategies and help them meet both short term and long term goals. While I am not an expert in every area, our office uses a collaborative effort of specialists and professionals in every field to meet your specific need. I want to assist you and am committed to helping clients achieve their financial goals through the best methods available. I am licensed to sell insurance and securities in: Tennessee, Michigan, Virginia, and California. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC. 795 Ridge Lake Blvd., Suite 200, Memphis, TN 38120, 901-767-5951. Domiciled in TN, CA insurance license #0K04265
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Our commitment to sustainability is fundamentally aligned with and ingrained in how we operate and deliver value to our customers, policyowners, employees, communities, and the planet we share. Our annual Sustainability Report details our progress and reflects our commitment to being transparent about our performance.
3401 Mallory Lane Suite 220 Franklin, TN 37067$105B assets under management