AXA Advisors, LLC

R. Steven Staley, CFP®, MBA
Retirement Planning Specialist

 

Steve Staley has been providing individuals and business owners with insurance and investment services since 1991. A graduate of the University of Maryland in 1990, Steve went on to complete a Masters Degree in Finance at Loyola College in December 1996.

Currently a Retirement Planning Specialist with AXA Advisors, LLC, Steve focuses on assisting clients with the accumulation and preservation of wealth for their personal estates, as well as their businesses. Active in his industry, Steve is a qualifying member of the Association for Advanced Life Underwriting, Million Dollar Round Table and the National Association of Insurance and Financial Advisors.

Steve has been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning.

Steve is committed to fostering long-term relationships built on trust, credibility and quality of service. This is accomplished by implementing a multi-step process working closely with clients and their advisors. He believes that his clients' ultimate success lies not in a single transaction but in their overall quality of life.

Steve lives in Ellicott City, Maryland with his wife Allison, son Will, and daughter Cate.

 

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.
Calculators

Cost of Retirement

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College Funding

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Risk Tolerance

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Savings Goals

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Newsletters

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Pursuing Both Growth and Value

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HOT TOPIC: Moving Forward from the Credit Crisis

On Monday, September 15, 2008, the country awoke to news that three of the nation's largest financial institutions were unable to survive without help. Now, more than a year after that fateful September day, the economy shows signs of stability.

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