PROFESSIONAL PROFILE

Stephen Cobb, CRPC
Senior Financial Advisor

With 34 years of experience in the financial services industry, Steve is dedicated to providing clients with the finest, customized approach to wealth management. At the heart of Steve's philosophy is a passion to develop quality client relationships through his commitment to providing outstanding service.

Steve's approach is to meet with clients, ask questions & listen intently to establish clear goals & objectives. He then translates these requirements into well diversified portfolios, utilizing wealth management strategies & technology consistent with clients' risk tolerance, in order to help achieve wealth accumulation & preservation. Steve recognizes the importance of ongoing monitoring of results & proactive client communication.

Steve graduated from New York University in 1971 with degrees in Math, Computer Science & Physics.

Steve is a Vietnam-Era Veteran, having served as a Computer Scientist in the USAF at Langley AFB in Virginia from 1971 to 1975. Upon being Honorably discharged, he joined Citibank as a Computer Systems Programmer, where he led a team of professionals developing major applications for mainframe computers worldwide. He worked his way up from Technical Project Manager to Senior Vice President of Information Technology.

Steve joined Citibank's Private Bank in 1985 where he first earned his brokerage license. In 2003, he joined Citibank's Smith Barney, and in 2008, was recruited by Merrill Lynch where he is a Senior Financial Advisor.

Steve's focus is working with individuals from all walks of life throughout their careers to meet education, estate, & intergenerational planning requirements while preparing for & living in retirement in a fashion consistent with a lifestyle that they worked hard to accomplish.

Steve endeavors to utilize his depth of knowledge & experience across wealth management, finance, business & operations management, & technology to help meet & exceed his clients' objectives.

Please call Steve for a confidential, complimentary portfolio review.