Steve VanNostrand, Certified Financial Planner^®

Steve has nearly 20 years of experience working with individuals, families, and organizations in the financial services and wealth management industry. He is a skilled Certified Financial Planner® professional passionate about helping high-net-worth families thrive through integrated planning. He specializes in helping clients navigate the transition from wealth accumulation to retirement. Over his career, Steve has held both leadership and advisory roles with several major financial firms. Most recently, he was a Wealth Management Advisor for five years at TIAA followed by four years as Vice President, Wealth Management at Raymond James.

• Area of Advocacy: Bridging the gap between retirement income, cash flow planning, and risk management.
• Credentials & Community: B.A. in Psychology from the University of Virginia. He volunteers with organizations battling cancer, food and nutrition insecurity, and heart disease.