Stephen G. Rossi Jr., P.A.
President / CEO
Senior Wealth Manager Registered Principal
As a second generation financial advisor, Mr Rossi entered the financial services industry at the age of 20 and over twenty eight years later has built solid client relationships with individuals & families of all ages and geographic locations. Mr. Rossi is a registered Representative, a Registered General Securities Principal and an Investment Advisor Representative of First Allied Securities, Inc. In addition to that, Steve is also licensed with the state of Florida, amongst others for Health & Life Insurance as well as annuities.
Mr. Rossi believes that in utilizing a holistic approach to the financial planning process, communication and client education are of paramount importance and feels he has mastered the skill of being patient and “translating” into plain English financial terminology and fundamentals and how they can be applied by each individual investor.
Having passed both supervisory and state securities examinations, he has obtained many industry awards and accolades including First Allied Securities prestigious Circle of Excellence.
An avid outdoorsman, Steve, his wife Kim and their 3 daughters reside in nearby West Melbourne and like spending quality time together in the woods and on the water.