Our Team

Scott Steiner, CFP®

Senior Financial Planning Specialist

Scott Steiner develops and assists in the implementation of clients’ financial plans. He also prepares presentations on behalf of Wealth Advisors with our client service team.

Scott has more than 15 years of experience in financial planning and banking. He previously held positions at Raymond James, Wells Fargo and Prudential Financial.

Scott is a Certified Financial Planner (CFP®) and holds Series 7 and 66 licenses.