Stephen Peterson brings a disciplined, research-driven approach to financial advising, supported by 15 years of experience in the financial services industry. He earned his Bachelor of Arts from Illinois Wesleyan University, where he also competed as a Defensive End for the Fightin’ Titans Division III football team—an experience that helped shape his work ethic, accountability, and team-first mindset.
A Chicago native now living in Lake Mary, Florida, Steve has worked directly with retail clients as a Financial Advisor since 2021. He has a deep understanding of asset allocation and investment principles and applies a structured, disciplined approach to portfolio construction. His expertise spans a wide range of financial products, including stocks, bonds, options, exchange-traded funds, mutual funds, alternative investments, and insurance solutions. Stephen combines thoughtful decision-making with technical analysis and research to build both scalable and highly customized portfolios aligned with client objectives.
Steve’s professional mission is grounded in a simple guiding principle: do unto others as you would have them do unto you. He is committed to helping clients pursue their goals with confidence while maximizing their understanding of how capital markets work and how informed decisions are made.
Outside of work, Steve enjoys watching and following sports—especially football, baseball, and hockey—and proudly supports the Chicago Cubs and the New Orleans Saints. His creative interests include playing guitar, singing, drawing, painting, growing peppers, and crafting homemade hot sauce.