Meet Your Team

Steven was born and raised in Northeast Philadelphia, the son of two teachers who instilled in him the values of education, hard work, integrity, and honesty. His passion for investing started early—at just 13 years old—when he used money saved from his Bar Mitzvah to buy his first stocks. With guidance from his father, who showed him how to read the stock market page in the newspaper, and mentorship from a neighbor who was among the few female stockbrokers at the time, Steven developed both a love for investing and a deep appreciation for clear, patient guidance.

He carried those lessons into his career after earning a Bachelor of Science degree in Finance from Pennsylvania State University in 1986. For more than 30 years, Steven has helped clients manage their wealth through both good times and challenging markets. He believes that building wealth is a long-term process with no shortcuts—one that requires discipline, communication, and accessibility. That’s why he makes it a priority to be available by phone, email, or in person.

A turning point in Steven’s perspective came with the passing of his father. Helping his mother navigate her finances as a widow gave him firsthand insight into the fears and uncertainties many clients face during life transitions. This experience, combined with his early mentorship, inspired Steven’s commitment to guiding, supporting, and educating clients—particularly women and families—through every stage of their financial journey.

Today, as Managing Director – Investments at Wells Fargo Advisors, Steven works with clients to design thoughtful, personalized strategies that align with their values, goals, and long-term vision. His work is grounded in the belief that wealth is not just about numbers, but about helping to provide financial clarity, preserving legacies, and empowering clients to live life with confidence.

 

Outside the office, Steven and his wife, Jodi, enjoy traveling and spending time with their three children—Nicole, Brooke, and Dylan.

With more than 30 years of experience in the financial services industry, Debra Costanzo, brings a wealth of knowledge and steady guidance to her role as Senior Registered Client Associate. Over the course of her career, she has held key positions in branch operations, administrative management, and client service, always defined by her reliability, professionalism, and dedication to helping both clients and colleagues succeed.

Licensed with FINRA Series 7 and 63 securities registrations, Debra provides high-touch support, ensuring that every client receives the attention, care, and follow-through they deserve. She takes pride in building lasting relationships rooted in trust, attention to detail, and a genuine commitment to client success. Known as both a mentor and a resource, she has guided teammates and supported clients through every facet of wealth management with consistency and care.

Outside of work, Debra and her husband, Jerry, enjoy the quiet life on their farm in Southern New Jersey.