Steve Crossett
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Here to act in your best interests
About me
I’ve been a financial planner since 2004, which has given me a depth of experience my clients appreciate when planning their financial future. I enjoy helping them navigate the investment and retirement landscape and ultimately achieving the goals they’ve worked so hard to reach. Outside of work, I’m involved in volunteering and politics. I’m also a big fan of golf and movies.
Certifications
Chartered Mutual Fund Counselorâ„¢
Education
Bachelor of Arts, Economics - University of West Florida
Visit one of our Locations
Melbourne
4865 North Wickham Road
Suite 108
Melbourne, FL 32940
Working with Us
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Certain services provided on an educational and guidance basis only.
