Steve Taft

Background

About Steve Taft

Stephen is a Senior Vice President, Financial Advisor, Certified Financial Planner™, and Senior Portfolio Manager for Morgan Stanley Wealth Management. In that Morgan Stanley division, he helped found The Reflective Group; a team of Financial Advisors whose mission is to focus on solving the complex problems of growing and preserving your assets. The team’s broad and deep industry experiences combine to help individuals, families, corporate executives, and businesses find bespoke solutions to their financial concerns. He began his career as a financial advisor in 1989 at Lehman Brothers. But he found cause in 1997 to begin working within Paine Webber (later purchased by UBS) where he stayed until joining Morgan Stanley in 2009. His natural curiosity has given him insight to view things from a client’s perspective. He attempts to understand your situation through engaging conversation and sensitivity, trying to learn to walk as if wearing your financial shoes. He won’t give advice until comfortable that it makes sense for your goals. He favors traditional investing through stocks, bonds, and cash, applying his knowledge of financial planning, tax and estate planning strategies, and lending solutions to construct portfolios. With his team partners’ help, structured products, private investments, options, and commodities can also be used to help build personalized portfolios to help meet his clients needs. Stephen is native New Yorker and supports various local causes. A graduate of Washington University in St. Louis, he accumulated a diverse background that includes working in advertising, photography, and other creative industries before finding wealth management. In his free time, Stephen enjoys writing, music, traveling, golfing, and spending time with family. He has had poetry published in regional art journals and more recently published a book on economic philosophy titled, A True Free Market. Stephen has released an economics board game, called Freedom Rings. Please feel to contact Stephen or any member of the Reflective Group to discuss your investment needs.