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Steve Wilson

Education and Training:

  • MBA Accounting – Fordham University, 1991
  • MS – Taxation Fordham University, 1991
  • BS  Finance – Fordham University 1989

Specialized Services Offered:

Steve is a Certified Public Accountant and Chartered Financial Analyst with extensive tax and financial planning experience.

He is also an Adjunct Professor at Fordham University, teaching classes in Investments and Securities Analysis.

Community, Charitable, or Professional Organizations:

Steve resides in Westchester with his wife and three children. In addition to coaching his two boys in little league, as well as being his gymnast daughter's biggest supporter, Steve is an Ironman Triathlete.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.

Not practicing CPA for Guardian or its subsidiaries or affiliates.