Justin Steil

About Justin Steil

I provide Retirement Plan Consulting Services to companies and Personal Wealth ManagementRetirement Plan ConsultingI specialize in advising company retirement plans and focus on helping plan sponsors provide best-in-class retirement benefits for their employees. • Employee education consulting and financial wellness to help employees falling short of their retirement goals• Service provider fee analysis, benchmarking and searches• Investment consulting & fiduciary governancePersonal Wealth ManagementI work with a seasoned team of advanced planning specialists to deliver straightforward wealth management strategies focused on helping clients meet their Liquidity, Longevity and Legacy goals. • Retirement income planning and risk analysis • Business owner succession planning and exit strategy analysis• Investment portfolio management My wife and I live in the Larchmont area of Norfolk with our Jack Russell Terrier Oliver. Outside of work you can find me golfing or enjoying an English Premier League soccer game – are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**

Experience

1. Senior Vice President - Wealth Management, Financial Advisor & Senior Retirement Plan Consultant

   UBS

   Feb 2026 — Present

Education

• James Madison University

  BS, Biology Concentration in Microbiology

  2000 — 2004

Skills

• Wealth Management
• Asset Allocation
• Retirement Planning
• Finra Series 66 License
• Finra Series 7 License
• Strategic Financial Planning
• Financial Services