Woodbury, Corporate Headquarters- Port Jefferson, Toms River
Stephen brings passion and focus to his position as a financial advisor. He continually goes the extra mile to deliver valuable insight to his clients, operating at the highest levels within the financial industry.
Prior to working with Coastline, Stephen held advisory positions within a private wealth advisory firm of Ameriprise Financial. During his time there his efforts were focused on proactively advising clients through comprehensive financial planning.
Stephen’s competitive drive extends beyond the office. Competing at the national level in both baseball and golf, his work ethic translates to his client service. Following his drive to compete at the highest levels, Stephen joined the NCAA Division I Men’s Golf program at Binghamton University, while also devoting himself to studying the economics of financial markets.