Executive Vice President, Head of Trust Wealth Advisory Services
Undergrad: University of Connecticut
Grad/Additional: College of Financial Planning
Years in Industry
25+ years in Banking
20+ years in Trust and Wealth Management
Affiliations and Certifications
Certified Financial Planner licensee (CFP)
Certified Trust and Financial Advisor (CTFA)
Connecticut Estate and Tax Planning Council
Steve heads the Trust Wealth Advisory Services area of Salisbury Bank and Trust Company. From his years of experience in helping individuals and families with trust, estate and financial planning matters, he believes the best way we can help our clients is through an understanding of their overall financial picture and life plans. He is an advocate for the benefits of “wealth management with trust administration and estate settlement services” provided by our team of wealth advisory professionals. Outside of the office, Steve is an avid runner, an occasional guitarist, and enjoys spending time with his wife and two daughters. He is active in the community with his years of service as the Treasurer of The Market Place of Salisbury from 2010 through 2014 and currently on the Board of PLAN of Connecticut.
Call 860.435.5205 to set up a complimentary, confidential meeting with a Salisbury Trust Officer and find out how we can enrich your life.