Steve has been with Merrill Lynch over 21 years and is a Certified Investment Manager Analyst™ and a Chartered Retirement Planning Counselor™. He earned this designation through the Investment Management Consultants Association. He was a licensed as a CPA and graduated from the University of Oregon with a degree in accounting in 1982 and received his MBA from Portland State University in 1986.
Steve is the Oregon Sales Manager for the Cascade Complex. He designs and implements investment strategies for affluent individuals and businesses regarding retirement, tax deferral and wealth management. Steve is also a Portfolio Manager within the Personal Investment Advisory Program (PIA).
Please find more information on Steve and his team, The Stevens Shafer Groth Team, at the team website, http://fa.ml.com/SSG_Team.