Steve graduated from St Johns prep in 2008 and Boston College in 2012. After graduation, he began his financial services career as an internal wholesaler at Putnam investments and later with MFS Investment Management.
In 2015 Steve joined Bank of America/Merrill Lynch as a financial solutions advisor. Steve worked with bank clients to help them to diversify their bank savings and establish financial goals and strategies.
In 2018, he moved into a financial advisory role at Merrill Lynch and teamed up with Stephen and Jody. Steve went through a rigorous training and development program and it was at this time that he earned his Chartered Retirement Planning CounselorSM certification. This designation places a focus on helping clients define a road map to retirement, as well as issues related to asset management and estate planning.
Steve moved to RBC Wealth Management in 2021 and is now a partner in The DiCarlo Chadwick Wealth Management Group. He has a young daughter, Isabelle Summer. When not with her, Steve enjoys playing golf, tennis and hockey.
