Registered Sales Associate


Steven joined The Mahoney Group and Merrill Lynch in 2013 before joining Raymond James in 2015. Prior to joining the team full time, he completed two internships for the team. As a client associate, Steven provides fundamental support in all phases of client service, client relationship building, and account maintenance. Steven graduated with a bachelor’s degree in finance from the State University of New York at Plattsburgh where he was a member of the men’s varsity soccer team. During his soccer career, Steven’s team earned two SUNYAC Championships and made three NCAA Division III tournament appearances. Steven resides in Highland Mills, New York and in his free time enjoys camping, weight training and playing soccer.


Certified Investment Management Analysts® (CIMA®) are dedicated to elevating their practice through education, experience, examination and the highest standards of ethics. CIMA® professionals have the advanced investment management knowledge necessary to truly – fully – serve affluent clients, and they use that in-depth knowledge to analyze and hand-select the investment products that make the most sense for your circumstances. Earning a CIMA® designation requires three years of broad experience in investment management consulting and completion of the demanding educational program put forth by the CIMA® board. To maintain this designation, CIMA® professionals are required to adhere to a rigorous code of professional responsibility and complete 40 hours of continuing education every two years.

But what does this designation mean for you? It means that when you work with an investment consultant who has taken the time to become CIMA® certified, you’re working with someone who understands the financial complexities and risks that come with being in the highest tax bracket, is well-versed in modern concepts of investment advice, and, perhaps most important, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.