Steve has over 30 years of experience in the financial services industry helping individuals and business owners address their credit and banking needs. Steve is dedicated to helping financial advisors and their clients in his region access all the resources of Raymond James Bank and provides custom solutions for their banking and financing needs. He works diligently to fully understand each client’s financial situation and liquidity requirements to create a personalized solution that addresses those needs and complements their overall long-term financial plan.
Prior to joining Raymond James Bank, Steve was a divisional lending director with Wells Fargo Advisors and held similar lending roles with both Merrill Lynch and Morgan Stanley, serving advisors and their clients in the Southeast. Steve also was a financial advisor with Merrill Lynch, serving the north Florida market.
A native of Jacksonville, Steve lives in North Florida with his wife, Heather, and their three daughters, Cameron, Peyton and Jillian. He enjoys attending college football games, golfing and boating with his family and friends.
Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. are affiliated with Raymond James Bank. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value. © 2026 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. © 2026 Raymond James Financial Services, Inc., member FINRA/SIPC.