Managing Director, Partner
With more than 20 years of combined investment and business experience, Steven Brett, joined Marcum Wealth 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.
Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through Marcum Wealth, a SEC Registered Investment Advisor. Marcum Wealth and Marcum Insurance Services are separate from Valmark Securities, Inc.
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
- Jericho Jayhawks Booster Association, President