Steven leads TradePMR’s Trading and Annuities departments as the director of Trading and Business Solutions. Steven also oversees TradePMR’s operational analytics to help drive firm processes and procedures forward. Steven works closely with TradePMR COO R. Scott Victoria to drive strategic initiatives, enhance the delivery of TradePMR’s white-glove service experience, and optimize operational processes to better support our RIA clients.
Steven joined TradePMR as an intern in 2015 and has served as an associate in the Cashiering and Trading departments. He has also served in the Florida Army National Guard since 2012, where he currently holds a position as an Engineer Officer. He has earned numerous security licenses, including a Series 99, 7, 4, 24, 52, 53 and his Life, Health, and Variable Annuity License. He is based out of TradePMR's Tampa office and lives in Palm Harbor, Florida, where he lives with his wife and daughter.
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Sources and Disclosures
1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019
22024 T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, January 2024, sponsored by SEI, Advyzon, FP Alpha, Addepar, XLR8, and FMG. T3/Inside Information Survey, Joel Bruckenstein and Bob Veres, May 2022, sponsored by AssetBook, Holistiplan, Advyzon, Addepar, and Fidelity Investments. T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.
3 Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019
4 50 Most Promising FinTech Solution Providers – 2019, CIOReview, May 2019
5 EZRA GROUP Wealth Tech Integration Score, Overview, and Methodology. EZRA GROUP and TradePMR are separate and unaffiliated companies. Custodians do not pay a fee to be evaluated and ranked.
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