Steve Wormeli
Wealth Advisor and Portfolio Manager at The Wormeli Group | Raymond James
- Role
- Wealth Advisor - Portfolio Manager at Raymond James
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Steve Wormeli
My team and I provide independent fee-based wealth management and financial planning…
Experience
Wealth Advisor - Portfolio Manager
Present
Education
Yale School of Management
Certified Private Wealth Advisor (CPWA®) program
NYU Stern School of Business
Certified Portfolio Manager (CPM®) program
Seattle University
B.A. Business Administration
The Wharton School
Certified Investment Management Analyst (CIMA®) program
College for Financial Planning
Certified Financial Planner (CFP®) Program
Skills
- Wealth Management
- Portfolio Management
- Financial Planning
- Retirement Planning
- Mutual Funds
- Investments
- Asset Allocation
- Equities
- Alternative Investments
- Municipal Bonds
- Employee Stock Options
- Estate Planning
- 529 Plans
- Etfs
- Corporate Bonds
- Risk Management
- Financial Advisory
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.