Steven Setterstrom

Background

About Steven Setterstrom

With over 20 years of experience in helping clients, Steve Setterstrom has experience working with individuals to help connect their financial life with an overall strategy to seek to achieve financial and family goals. Steve is a Mobile, Alabama native whose roots extend far into the community. Rather than just talking about investments, Steve's process begins with a calm conversation, aiming to develop a complete and thorough understanding of their family's goals and concerns. To accomplish this, Steve will to get to know his clients and work to be thought of as part of the family. From this Steve will develop an individualized strategy to help them work toward achieving their goals. More importantly, Steve's ongoing communication and review process is designed to help clients make informed decisions and build confidence that they are on the path to pursue their financial goals. Steve is proud of his affiliation with Morgan Stanley Wealth Management, one of the leading worldwide wealth management organization with vast resources and access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices. as well as lasting commitment to their clients and communities they serve.