About Stephen

I was an active 16 year veteran of the Financial Services industry in Sarasota, FL. My local experience includes affiliations with John Hancock and MetLife. I have been recognized in the industry as an Investment Advisor Representative and for having earned the following professional designations; CFP®, LUTCF, CLU®, ChFC®, CASL and RHU®. My Financial Services practice focused on effective Retirement Planning strategies including insurance and income plans. I am originally from Bergen County, New Jersey. I am a graduate with a Marketing degree from Syracuse University. My early career also involved a 25 year entrepreneurial stint as a multi-store Clothing Retailer in NJ, California and on St. Armands Circle in Sarasota. My family had been proud 30 year permanent Sarasota residents in Palmer Ranch. My son, Matt, is a Flagler College Accounting graduate and now a senior Southwest Florida Property Manager. My daughter, Jacqueline, is a Florida State University Marketing graduate and now the Client Services Manager for a local Dermatology Practice. I am a true tennis enthusiast, a mentor volunteer for the JFCS non-profit and an active Syracuse University alumni. My extensive local experience as a Financial Services professional and specialty retailer affords me a unique perspective to assist with your St Petersburg, Lakewood Ranch, Manatee and Sarasota area housing goals. Find Your Next Home You need someone who knows this area inside and out! I can work with you to find the right home at the right price for you, including all the neighborhood amenities that matter - not to mention the essential criteria you have for your ideal home Sell a Home When it's time to move, you need someone who will advertise your home, show to prospective buyers, negotiate the purchase contract, arrange financing, oversee the inspections, handle all necessary paperwork and supervise the closing. I can take care of everything you need, from start to close. Consult on Home Selling Tactics Oftentimes buyers don't visualize living in your home the way you do. I can make your home attractive to its ideal audience - which can help you get top dollar. Things like staging the home, making repairs or minor improvements, or even simply painting the walls can be the difference between a home resting on the market and one that's sold fast.