Throughout his 40 years of serving clients through all kinds of market cycles, Steve has demonstrated a dedication to helping others reach their financial goals. Stephen prides himself in his thoroughness of financial planning for individuals, their families, independent business owners, and law enforcement officers. His clients appreciate his ability to explain financial issues in clear terms and his attentive, personalized service.
An Accredited Investment Fiduciary® professional, Steve offers objective guidance as part of a team of independent advisors. "I love working with my clients and the opportunity to help them understand and gain confidence in a constantly changing investment environment," he says.
Steve was affiliated with Raymond James for the last 15 years where he founded Adele Financial in October of 2010. Prior to that he served as a financial advisor at Wells Fargo Advisors, UBS Financial Services, Smith Barney Shearson and Merrill Lynch. He earned a Bachelor of Science degree from Fairfield University in 1984.
Community involvement is a priority for Steve. He is a regular volunteer coach for Wellesley Youth Athletics and is the past president of the Connecticut Junior/Senior Golfing Society.
He is also the past president of the Red Sox Booster Club, the BoSox.
Originally from Garden City, New York, he currently lives in Wellesley, Massachusetts, with his wife, Lucy. He has three sons: Nicholas, Ryan and Brandon and a yellow lab, Tucker. When he's away from the office, Steve enjoys golfing, traveling with his family and reading books.