As an Edward Jones financial advisor, I want to truly understand what is important to you and your family and to get to know you personally. As we discuss this, we will make sure we have an understanding of where you are financially at this time, what your family's goals are and your approach to achieve them. We will have a clear understanding of your comfort level with risk, so we can incorporate that into your personalized strategy.
My grandfather and parents taught me about investing and the stock market at a young age. I was always fascinated by how investments worked. Combining this with my passion for helping people, I feel truly blessed that I am able to impact people's lives in such a significant way. My clients understand the reason for their financial strategies and are prepared for life's unexpected events.
Whether you are planning for retirement, saving for education for children or grandchildren, or simply trying to protect the financial future of your loved ones, we can partner together to develop specific strategies to help you achieve your goals. We also have thousands of home office associates and advanced technology that support our office, so you receive the most current and comprehensive guidance.
I graduated with honors from Cleveland State University with an MBA. I was a presidential scholar from my undergraduate studies, where I was a dual major in accounting and operations management and business statistics.
My wife and I have been married for over 17 years. We have two teenage children, Jim and Grace, and a lovable Yorkie, Oscar. We volunteer in our church, our children's school and our community. We also enjoy being active outdoors in the beautiful weather. I am a member of the Parish Finance Council at St. Elizabeth Ann Seton Church in PSL, the finance committee for John Carroll High School in Fort Pierce and the endowment board for Padua Franciscan High School. I currently enjoy serving clients in nine states.
- Retirement Savings Strategies
- New Investors
- Portfolio Reviews
- College Savings
My Personal Interests
- Spending Time with Family
Phone NumberSteve Kulikowski at (772) 301-1845
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