As a Financial Advisor, Steven Diamond offers his clients a comprehensive and effective style of portfolio management utilizing a combination of fundamental and technical analysis. Steve maintains a conservative investment strategy specializing in stocks, bonds, and mutual funds.

Steve believes in an educative and collaborative approach to developing and managing individually tailored investment strategies based on an evaluation of risk tolerance, income and tax considerations, current investment allocations, and long-term goals. He feels that making objective recommendations is the key to earning and preserving his clients’ trust. By providing exceptional service and personal attention, he has the privilege of maintaining countless lifelong client relationships, many spanning several family generations. Steve also works closely with attorneys and accountants to incorporate comprehensive estate and trust planning services.

Steve began his career with the firm in 1997 after completing his PhD in Psychology. In addition, he completed an internship and post doctoral fellowship at Yale University in Connecticut. He is an investment advisor representative, licensed insurance specialist, and holds FINRA Series 7, 63, and 66 registrations.