Steven F. ArchSenior Vice President - Investments
Dedicated to putting his clients and their financial goals first, Steven believes in long-term relationships with his clients. He listens carefully to their concerns and needs, and works attentively with them to develop an investment plan that helps maximize their wealth and helps to ensure a quality lifestyle. As a financial advisor for more than 25 years, he believes there is no substitute for experience.
A great communicator, Steven fully explains each investment to make certain you understand the risks and benefits of the investment and are comfortable with his recommendations. He monitors your portfolio and suggests suitable adjustments based on your investment objectives, risk tolerance and the overall market environment. Steve believes that open communication is the way to establish the life-long relationships he wants to build with each client. Steven is a graduate of Florida State University, where he obtained bachelor’s degrees in business administration and English literature. Steven was with Prudential Securities for 16 years prior to the merger with Wachovia Securities, a predecessor firm of Wells Fargo Advisors. In addition, he is involved with the Rotary Club and is also a member of the International Fellowship of Hunting & Fishing Rotarians.
Steven is also an active member of Epiphany Catholic Church. When away from the office and his community commitments, Steven is a passionate outdoorsman. He also enjoys hiking, camping, and canoeing. Steven has a son and a daughter.