Steve Hardwick is a seasoned Senior Vice President and Managing Director at Raymond James, where he leverages over 27 years of experience in the financial services industry to provide comprehensive wealth management services to high net worth individuals. With a robust portfolio of assets under...
Steve Hardwick is a seasoned Senior Vice President and Managing Director at Raymond James, where he leverages over 27 years of experience in the financial services industry to provide comprehensive wealth management services to high net worth individuals. With a robust portfolio of assets under management exceeding $300 million, Steve specializes in a range of areas including investment strategies, retirement planning, estate planning, and education funding. His deep understanding of asset management allows him to craft tailored investment solutions that align with the unique financial goals of his clients.
At Raymond James, Steve is committed to the philosophy of "True Wealth," which emphasizes not just financial prosperity but also the importance of legacy and family values in wealth management. He actively monitors family legacy planning, ensuring that his clients’ wealth is preserved and passed on in a manner that reflects their values and aspirations. This holistic approach to wealth management is complemented by his expertise in asset allocation and portfolio management, enabling him to optimize investment performance while mitigating risk.
Steve's strategic planning capabilities are further enhanced by his proficiency in investment advisory services, where he guides clients through complex financial landscapes with confidence and clarity. His dedication to fostering long-term relationships built on trust and transparency has made him a respected figure in the industry. As he continues to navigate the evolving financial environment, Steve remains focused on empowering his clients to achieve their financial dreams while safeguarding their legacies for future generations.
