Steven Fox

Background

About Steven Fox

I bring over 30 years of experience in the financial industry, focusing on helping clients create balanced portfolios and personalized financial strategies. Since 1989, I’ve worked as a Financial Advisor for both individuals and institutions, focusing on achieving your financial goals—whether it’s planning for retirement, funding education, securing the right insurance, or building a lasting legacy. Before joining Janney in 2021, I served at Morgan Stanley/Smith Barney, Wells Fargo Advisors, and David Lerner Associates. Before that, I got started as a financial advisor, as an intern with Citibank, while obtaining my B.S. in Business Administration. I am committed to delivering personalized financial advice and comprehensive portfolio management, always with a focus on integrity and exceptional service. This commitment extends to my community involvement, where I serve as Co-President of the Montvale Chamber of Commerce, and I am Past President and an active board member of the Park Ridge Rotary club. In my personal life, I enjoy playing pickleball and attending NY Giants games. My wife, Rose, and I call Montvale home, but we also treasure our time in Tampa, FL. Our daughter is a mental health counselor in Tampa, and our son, Jake, is employed at Blackstone. I look forward to helping you navigate your financial journey! For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.