Steven Edwards has over 30 years of Financial Service Experience. Mr. Edwards prides himself on devoting his time and energy not to product quotas and sales goals, but to understanding his clients’ individual financial goals and objectives. His goal is to implement a process that helps his clients manage their assets and risk.
Mr. Edwards works with LPL Financial to provide his clients access to thousands of securities and works closely with the nation’s leading providers of investments and insurance products. His Practice focuses on advising individuals and small business owners in the planning and implementation of wealth management strategies, retirement planning and estate conservation.
Steven holds the following licenses with LPL Financial:
- Series 6
- Series 65
- Series 63
- Series 26
and specializes in the following:
- Retirement Planning
- Long Term Care
Steve has been married for over 40 years to his wife Kelli and they enjoy spending time with their three children, Brittany, Ryan and Bradley, as well as their four grandchildren. When he is not working with clients, Steve enjoys traveling with family and friends. His other passions are golfing, paddle boarding, pickle ball, hiking, and cooking.