Steven Dimitriou
Managing Partner at Mayflower Advisors
- Role
- Managing Partner at Mayflower Advisors
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Steven Dimitriou
Steven Dimitriou, AIF®, C(k)P®, CPFA, has more than 30 years of retirement plan industry…
Experience
Managing Partner
Sep 2002 — Present
Investment Management and Advisory Services & Retirement Plan ConsultingBuilt on a proud tradition of experience and innovation, Mayflower Advisors is an independent registered investment advisor (RIA) that offers private wealth management, retirement plan consulting and foundation/endowment advisory services. The Boston-based team has partnered with three generations of clients to help meet long-term financial goals with its flexible, scalable infrastructure and custom planning solutions. Mayflower Advisors embraces a client-centric, entrepreneurial culture that promotes stability, accountability and teamwork.Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by investment advisor representatives through Mayflower Financial Advisors, LLC (dba Mayflower Advisors, “Mayflower”), a registered investment advisor. Private Client Services and Mayflower are unaffiliated entities.
Education
Colby College
BA, Honors Physics & Economics, Minor in Mathematics
1987 — 1991
Skills
- Wealth Management
- Investments
- Financial Services
- Series 7
- Retirement Planning
- Asset Allocation
- Erisa
- Mutual Funds
- 401k
- Investment Advisory
- Series 63
- Pensions
- Financial Advisory
- Retirement
- Retirement Plan Consulting
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