Steve is a foodie and has five brothers that are all close in age. Less than seven years separate the six of them!
Steve’s passion lies within the financial markets, particularly in business development, relationship management, and investing.
Steve has over two decades of industry experience in wealth planning, sales, and investment research. He joined Grimes & Company in 2023 as Wealth Director, responsible for cultivating relationships to drive client success. He previously worked at Fidelity Investments as a Retirement Planner and Investment Consultant. Before Fidelity, Steve spent close to two decades on Wall Street in institutional equity sales and as a sell side equity research analyst. He graduated from the University of Rochester with a BA in Integrated Sciences (Statistics/Biology) and received his MBA in Health Services Management and Marketing from the Kellogg School of Management at Northwestern University.
Family is most important to Steve. He enjoys spending his free time taking walks with his wife, coaching his son’s ice hockey teams, and being front and center for his daughter’s high school dance team performances and competitions.
Please Note: Limitations. Neither the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Grimes is engaged, or continues to be engaged, to provide investment advisory services.
Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Grimes does not serve as an attorney, accountant, or insurance agent. Grimes does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Grimes’ representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Grimes’ written disclosure Brochure (a copy of which is linked to this website) per the terms and conditions of a separate engagement and fee.