Stephen MolinelliWealth Advisor
Steve is a Wall Street veteran with over 35 years of experience. He spent the first 25 years of his career developing and managing both tax-exempt and taxable bond trading and portfolio management departments for Smith Barney Harris Upham, Kidder Peabody, and Donaldson, Lufkin, & Jenrette (now Credit Suisse). For the past 16 years Steve has been working with individuals, business owners, and institutions advising and guiding them on their financial journey as well as their journey toward living happy, healthy and meaningful lives without taking undue risk and minimizing the stress that occurs when people do not have a sensible and realistic financial plan in place.
He is passionate about employing an holistic approach toward financial planning covering all aspects of his clients’ lives. Steve works with other highly experienced professionals such as attorneys, CPAs, insurance specialists, and elder care professionals in order to make certain that the best and most sensible solutions are achieved. He has been recognized as a "2016 Five Start Wealth Manager" for the 3rd year in a row as announced in New Jersey Monthly*.
Steve has presented at Babson College, The College of New Jersey (formerly known as Trenton State College), and various business groups and industry conferences on a variety of topics relating to portfolio management and comprehensive financial planning. He is actively involved in his community working with local high schools, colleges, and church and civic organizations. He is a member of the St. James Saturday Morning Men’s Group, serves as Eucharistic Minister and Rosary Leader at Brandywine Assisted Living, is a volunteer with Special Olympics of NJ, and is a member of the Pennington Business & Professional Association. He is also a member of the Financial Services Institute and an avid dog lover. He has resided in Pennington since 1986 and is the proud father of 2 grown daughters and the very lucky husband of his wife, Debbie.
* The award is based on 10 objective criteria including education and credentials, regulatory and complaint review history, accepting new clients, fulfillment of firm review standards, one-year and five-year client retention rate, number of households served, non-institutional discretionary &/or non-discretionary client assets administered. Peers and firms are asked to nominate one or more wealth managers they know who have an established practice, good client relationships, and a strong reputation. Wealth Managers do not pay a fee to be included in the research process or to be named a Five Star wealth Manager.