Scott Steiner has over 20+ years of advanced planning experience and is one of Calamos Wealth Management's most senior financial planning specialists. His priority is to fully understand clients' goals and objectives, quantify their goals, provide insight to their current situation, and identify solutions that will help them achieve their objectives.
Scott's areas of expertise includes: advanced wealth planning, estate planning strategies, planning for individuals with complex planning needs, including special needs, risk mitigation, executive compensation, Roth conversion analysis, and concentrated stock positions, among others. In addition, he also helps clients feel confident and that their wealth will be stewarded well in accordance with their wishes and priorities through his proactive engagement and leverage of the entire Wealth Planning Team, as well as Calamos Trust Services.
Prior to joining Calamos, Scott previously held financial planning specialist positions dating back to 2003 at Prudential Financial, Wells Fargo Advisors, and Raymond James. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Trust and Fiduciary Advisor.
