Steven is Senior Vice President / Financial Advisor with Avondale’s Wealth & Asset Management group, bringing 20 years of experience working with individual and institutional investors. He concentrates in the areas of defined contribution plans, defined benefit plans, endowments and foundations.
A nationally recognized leader in the retirement plans space, Steven was named one of only five finalists for the 2013 PLANSPONSOR Retirement Plan Advisor of the Year Award. This recognition followed his ranking among the nation’s “Top 100 Retirement Plan Advisors” for 2013 by PLANADVISOR magazine, a position he also held in 2012 along with “Top 50 Defined Contribution Advisors” for 2012 by 401k Wire. He is a member of BlackRock’s DC Leaders Circle, a program focusing on recognized influencers in the defined contribution (DC) marketplace, and he frequently serves as a speaker at defined contribution professional conferences.
Beginning his career as a municipal bond trader with Paine Webber / UBS, he moved to Nashville in 1995 and several years later joined Morgan Stanley. From 2004 to 2008 he was with Wachovia Securities and then Stanford Group as Senior Vice President / Financial Advisor before joining Avondale in 2009.
Steven received his bachelor’s degree in finance from Auburn University and his MBA from the Crummer School of Business at Rollins College. He is a Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA) designee. He is also a graduate of the University of Pittsburgh’s Katz School of Business Accredited Investment fiduciary (AIF) program and holds the Plan Sponsor Retirement Professional (PRP) designation from the Plan Sponsor Institute. He resides in Franklin, TN with his wife and two children.