Financial Services in Ocala, FL
Financial Services
Steve brings more than 40 years of experience in insurance and financial services to Foresters Equity Services. Steve has worked with thousands of clients in roles such as branch manager, registered representative, insurance agent, sales manager and tax professional, and he enjoys serving as a mentor and advocate for agents and registered representatives. He has received numerous awards including top three highest performing branches, top ten percent in sales and top revenue performers, across his tenure at industry leaders such as Prudential, Independent Life, and others, as well as commendations for non-profit service in the region. In addition to his role at Foresters Equity, he owns an insurance agency specializing in life and health. For more than ten years, he has applied his significant expertise in finance as a licensed tax accountant serving a myriad of clients.
352-369-1144
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Worldwide > United States > Ocala > Financial Services