Steven Phillips

Planner Assistant

Steven is a recent graduate of the University of Maryland, College Park campus where he majored in Economics. While at Maryland he helped form the Sigma Alpha Mu Sigma Chi chapter and held multiple roles within the organization. Sigma Alpha Mu gave him opportunities to engage in philanthropy projects,  such as spearheading the fraternity's flagship petting zoo. This event raised over $1,000 for the Judy Fund, an organization that sponsor's Alzheimer research. 

In his free time Steven can be found lifting weights at the gym and walking his dogs, Boh and Shelby in the Towson area. Steven looks forward to helping advisors and the clients they represent  reach their financial goals. 

Phone 410-321-0860
Fax 410-321-6700