About Steven

With more than 20 years of combined investment and business experience, Steven D. Brett, joined Marcum Financial Services, LLC after spending several years with a leading global financial institution. As a Raymond James financial advisor, Mr. Brett is dedicated to helping clients manage the wealth they have already achieved and then attempt to reach even greater financial heights. To accomplish these goals he provides clients with a wide array of tailored financial and investment services to help them meet their financial objectives and build their wealth. His clients include families, individuals, business owners and foundations, and his efforts often include coordinating plans with clients’ other professional advisors.

Mr. Brett’s financial services background has been shaped by the challenge and intellectual stimulation gained from working several years on an institutional trading desk collaborating with the leading money managers and traders in the industry. He has utilized this experience and knowledge within the private client group to advise his clients, and finds its greatest reward to be the close relationships he has built with clients over the years.

Mr. Brett’s experience in the special needs area helps families prepare for the financial future of a loved one living with a disability. In addition, he hosts workshops and seminars for Special Education Parent and Teacher Associations and nonprofit organizations serving the special needs community.

Mr. Brett’s diversified experience also includes owning a manufacturing and importing company.

Professional & Civic Affiliations

  • Financial Planning Association of Long Island, Member
  • Financial Services Institute, Inc., Member
  • Long Island Real Estate Group
  • Long Island Special Olympics
  • Special Needs Network of Financial Advisors
  • Jericho Youth Football League, Co-founder
  • Ithaca College, Intercollegiate Football Program

Accreditations & Desgnations

  • Accredited Retirement Plan Consultant (ARPC)
Expertise

Asset Protection Planning
Wealth Management
Retirement Planning
College Planning
Investment Planning
Portfolio Development
Legacy Planning

Industry Focus

High-Net-Worth Individuals & Families
Business Owners
Foundations
Families of Individuals with Disabilities

Education

Bachelors of Science, Marketing
Ithaca College

*Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Marcum Financial Services LLC, Marcum Group and Marcum LLP are not affiliated with Raymond James Financial Services, Inc.