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As an advisor, Steven specializes in helping clients with every aspect of their financial lives, not just their investments. He focuses on developing honest, transparent client relationships and centers his practice on providing holistic financial planning. Steven also works closely with business owners, providing them with specialized service that is designed to fit their unique needs. Steven was originally drawn to the financial field while earning his bachelor’s degree at Auburn University. He began his career at E*TRADE, where he worked his way up to running his own book of business. Wanting to further expand his career, Steven joined UBS Financial Services as a wealth planning associate for the entire Atlanta market, including Buckhead, Dunwoody, Alpharetta and Greenville, South Carolina. During this time, he was responsible for helping financial advisors implement financial planning into their practices, as well as for building and delivering financial plans directly to clients. While at UBS, Steven acquired his Accredited Wealth Management Advisor℠ and Certified Financial Planner™ professional certifications, distinguishing him as a dedicated and knowledgeable financial professional. Steven also holds his Series 7, 63 and 66 securities licenses. Since joining Raymond James in 2019, Steven has focused on being a multigenerational advisor. “It’s exciting to establish relationships with clients knowing I plan to be in the industry for another 30-plus years,” he says. “I hope to be able to work with my current clients’ children and even grandchildren.” Steven feels that Raymond James is the ideal firm to help accomplish these long-term goals, since it enables him to draw upon a robust set of resources while still promoting personalized, boutique-style client service. Originally from Atlanta, Georgia, Steven resides in Alpharetta. He is an avid outdoorsman and fitness enthusiast who is passionate about whitewater kayaking, rock climbing and competing in triathlons. [read more]
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LegalShield Business Solutions - we take care of the day to day problems so your business can run smoother and you can focus on sales and growth. From HR matters to contract, vendor, collections, or legal issues - we've got your back! Our team of dedicated attorneys are specialized for your unique situation. We also offer value packed employee benefit plans like identity theft protection, reputation/privacy management, will preparation, and attorney counseling. Our plans give them peace of mind, so they can be dialed in and productive. [read more]
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We spent 30+ years in the fast-paced world of D1 college football life. John was the defensive coordinator at great programs including Alabama, Arkansas, Florida, South Carolina, Ole Miss, Southern Miss, Memphis, and East Carolina. While John was coaching at the University of Arkansas, we became very close friends with our next door neighbors, John and Karen Cole, who own Walker Brothers, which is to this day a thriving men's apparel store in Arkansas. We loved seeing how they combined great merchandise with building a community of friends. Charleen also discovered her eye and passion for quality merchandising. After living across the Southeast, John hung up his collegiate football whistle and we started our next dream by opening Clothes Horse Men's Apparel in downtown Alpharetta. We're built off of the things that are most important to us: quality merchandise, excellent service, community, inclusivity, and family. Our goal is to bring the highest quality, highest value goods to Alpharetta and the marketplace. Building long term relationships with our customers who turn into friends is one of our greatest privileges. [read more]
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Cleanliness and customer satisfaction are our core philosophies. By using as many disposable tools and hygienic techniques, we create a clean and safe experience for every customer. Our courtesy policies of 10 days of free repair on nail services that we provide is just the right thing to do. *Note - Courtesy policies are applied at our discretion. [read more]
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Named one of the nation's “Best Rooftop Restaurants” by Food Network, UP on the Roof is Alpharetta’s premiere rooftop. Enjoy craft cocktails and a seasonally-inspired menu overlooking the Town Green at City Center and beyond. [read more]
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HOTWORX is a 24-hour infrared fitness studio with virtual instructors! We have 10 different workout types that can help anyone detox, reduce inflammation, tone up and torch calories! [read more]
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Refined Design Group is a full service marketing agency that provides simple marketing solutions to grow your business. Our thoughtfully created packages and a la carte services provide everything you need to market your business and cultivate your personal brand. Schedule a FREE 15 minute call today! Email us at design@refineddesigngroup.com [read more]
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