Stephen Weiss (CFP®)

Stephen Weiss focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management

Planning Specialties

Steve joined Buckingham Strategic Wealth in 2012 as a portfolio advisor. As part of a team, he assists clients with making important financial decisions.

He came to the firm from Enterprise Bank & Trust where he held such titles as trust operations specialist, paraplanner, and investment and planning specialist. Before entering the financial field, Steve worked as associate director of digital media and mobile for Universal Music Group in New York City.

He earned a bachelor’s degree in communication from the University of Michigan and is a CERTIFIED FINANCIAL PLANNERTM professional . In his spare time, Steve is an avid music lover and enjoys photography. He and his wife have a son and live in St. Louis.

NAPFA Start Date

April 17, 2017

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8182 Maryland Ave. Ste. 500 Saint Louis, MO 63105-3921 Phone: (314) 725-0455