Steve Flagg is an industry veteran with 36 years of financial services experience. He can guide you through the most challenging transitions in your life by creating sustainable strategies that bring about financial independence for you.
Steve launched his career in 1981 with UBS/PaineWebber, soon became an options trader there and later joined that firm’s research department (serving as a liaison between analysts and financial advisors, while earning his MBA in Finance/Marketing from Pace University). In 1987, Steve became a UBS/PaineWebber financial advisor. He joined Merrill Lynch in 2002 and holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc., the Certified Investment Management Analyst® designation, and the Certified Divorce Financial Analyst® designation. Steve resides in Carmel, New York with his wife, Andrea, and their three daughters. Contact Steve today at 914-241-6440 or email@example.com