Steve Wilson

Education and Training:

MBA – Accounting – Fordham University, 1991
MS – Taxation – Fordham University, 1991
BS – Finance – Fordham University 1989

Specialized Services Offered:

Steve is a Certified Public Accountant and Chartered Financial Analyst with extensive tax and financial planning experience.

He is also an Adjunct Professor at Fordham University, teaching classes in Investments and Securities Analysis.

Community, Charitable, or Professional Organizations:

Steve resides in Westchester with his wife and three children. In addition to coaching his two boys in little league, as well as being his gymnast daughter’s biggest supporter, Steve is an Ironman Triathlete.


Check the background of this investment professional on FINRA’s BrokerCheck.


Registered Representative of Park Avenue Securities and Financial Representative of Guardian.