Steve Crossett

CMFC™

picture of a planner

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 Counselor™

Education

Bachelor of Arts, Economics - University of West Florida

Visit one of our Locations

Melbourne

4865 North Wickham Road

Suite 108

Melbourne, FL 32940

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