Steven Greenberg has been a dedicated financial advisor since 2001, with over two decades of experience in investment management, tax planning, and financial guidance. He is Series 66 and Series 7 registered and holds Life, Accident, and Health Insurance licenses.
Steven began his career as a financial advisor with PaineWebber in 2001 after nearly 30 years as a co-owner of a New York-based accounting practice. His extensive background in accounting and tax planning provides him with a unique perspective in helping clients navigate their financial lives. After PaineWebber evolved into UBS, he transitioned to Citi-Smith Barney in 2005 before becoming an independent advisor with The Investment Center, Inc. in 2008.
In 2013, Steven relocated to St. Simons Island, GA, and joined Summit Brokerage Services Inc. (now Cetera Advisor Networks LLC), where he has remained ever since. Throughout his career, he has maintained a client-first philosophy, tailoring his approach to each individual's unique financial situation. His deep understanding of tax matters enhances his ability to provide comprehensive financial guidance.
Steven values building long-term, trusting relationships with his clients, ensuring that every financial decision aligns with their overall well-being and long-term goals.
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