Meet Steve
Steve, a Wealth Advisor for Mercer Advisors, is based out of Morristown, New Jersey and services clients all along the east coast. He is dedicated to helping individuals and families achieve their short- and long-term financial goals and his primary focus is on customizing wealth management solutions for high-net-worth individuals and executives. Steve joined Mercer Advisors in 2019, through the acquisition of Beacon Wealth Management (BWM). He began his financial services career in 2010. Steve earned a B.S. in finance and financial planning from William Paterson University of New Jersey. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Series 66 license.
Steve’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Steve has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Concentrated stock positions that require strategic diversification and tax efficiency
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- Navigating the financial realities of chronic illness with long-term, adaptive strategies
His working style
Steve works closely with clients to understand their unique objectives and create personalized, comprehensive financial plans that align with their goals. He also assists in navigating complex financial situations, including estate planning, tax planning, and retirement planning.
Steve in real life
What keeps you busy outside of work?
I try to spend as much time as possible with my children doing whatever their heart is interested in at that moment. Quality time with my children and wife is what I look forward to most.
Any words you try to live by?
I’m guided by, “Do things in life that make for a better story.”
What’s one thing you are surprisingly good at?
Personal interests of mine include playing basketball whenever I’m able, playing chess, and solving crossword puzzles.
Steve’s snapshots
Meet Steve’s Teammates
Rafael Arellano
Sr. Wealth Advisor
What Steve Says
Rafael is a long-time colleague and friend of mine. He’s a great resource when I need to bounce ideas off another advisor which ultimately helps to create a better client experience.
Charlene Maruska
Sr. Manager, Client Service
What Steve Says
When I need to know exactly how an internal process works to help serve my clients, I immediately turn to Charlene for her guidance.
Stacy Reen
Sr. Client Development Associate
What Steve Says
Stacy is a great help and joy to our clients. She can cheer up a whole room in an instant.
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