Steven C.
Wealth Advisor at Mercer Advisors
- Role
- Wealth Advisor & Shareholder at Mercer Advisors
- Location
- Morristown, NJ, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Wealth Advisor & Shareholder
Mar 2022 — Present
Education
Bergen Community College
Architectural Drafting and Architectural CAD/CADD
2004 — 2006
Wayne Hills
High School
2000 — 2004
William Paterson University of New Jersey
Bachelor of Science (B.S.), Financial Planning and Services
2006 — 2010
Skills
- Financial Planning
- Cfp
- Business Development
- Wealth Management
- Finance
- Retirement Planning
- Social Security
- Outbound Marketing
- Microsoft Word
- Financial Planning Technology
- Millennials
- Social Media
- Budgeting
- Microsoft Office
- Sales
- Investments
- Leadership
- Inbound Marketing
- Marketing
- Certified Financial Planner
- Microsoft Powerpoint
- Estate Planning
- Series 66
- Customer Service
- Tax Planning
- Tax Reduction
- Microsoft Excel
- Series 7
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