Steve joined Fifth Third Private Bank in 2015 as a Senior Trust Officer now serving as a Wealth Management Advisor where he helps affluent clients and business owners simplify their financial complexities by providing solutions in the areas of wealth planning, investment management, estate planning/settlement, trust services and risk management. Steve began his career as a private practice attorney specializing in Estate Planning and Real Estate law.
Practice areas
State | Status | Acquired | Updated |
---|---|---|---|
MI | Active And In Good Standing | 2010 | 06/27/2022 |
Legal answers | 0 |
Legal guides | 0 |
Award name | Grantor | Date Granted |
---|---|---|
Best of the Northwest - Attorney | Petoskey News Review | N/A |
Title | Company name | Duration |
---|---|---|
Wealth Management Advisor | Fifth Third Bank | 2015 - Present |
Attorney | CROSS LAW FIRM, PLC | 2010 - 2015 |
Association name | Position name | Duration |
---|---|---|
YMCA of Northern Michigan | Board Member | 2013 - Present |
Rotary Club of Petoskey | 2012 - Present | |
Emmet-Charlevoix Bar Association | Member | 2010 - Present |
School name | Degree | Graduated |
---|---|---|
Thomas M. Cooley Law School | N/A |
Posted by Mary & Pete
April 13, 2015
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