Steve Wormeli is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Wormeli Group | Raymond James in Bellevue, WA and the surrounding communities.
In 1997, after working several years for the traditional wirehouse brokerage firms, I established my own independent office with Raymond James to provide unbiased, fee-based wealth management and exceptional personal service. Over the years, our business has grown and we now serve individuals and families throughout Washington State and beyond.
We offer several methods for investing, including institutional-quality active portfolio management, as well as a passive, customizable program we call Managed Index Portfolios. We also provide our clients access to some of the world's premier money managers through Raymond James Consulting Services, including exclusive boutique managers.
We can help you develop a personal financial plan, consolidate your investment accounts, and serve as your private wealth manager on an ongoing basis. And as Investment Advisor Representatives, we serve as fiduciaries, so you’ll have the confidence of knowing that our recommendations are made with your best interest in mind.
By demonstrating our objectivity and providing service that’s personal and responsive, we aim to build a relationship with you for the long run.
• Wealth & Investment Management
• Financial Planning
• Retirement Planning
• Education Planning
• Estate, Charitable Giving & Trust
• Stock Option Analysis
• Cash Management
• Socially Responsible Investing
With over two decades of experience working as a financial advisor, Steve helps make complex investing concepts simple and easy to understand. Whether he is working with a seasoned investor or someone new to the nuances of managing wealth, Steve takes his time to understand his clients and their unique goals and objectives.
Prior to establishing his independent office with Raymond James in 1997, Steve was a financial advisor in the Kirkland, Washington office of A.G. Edwards. While working his way through college, he served as a registered assistant in the Bellevue offices of Bateman Eichler Hill Richards (now Wells Fargo Advisors) and PaineWebber (now UBS Wealth Management).
Steve earned his Bachelor’s degree in business administration with a concentration in finance from Seattle University, and is a graduate of the College for Financial Planning's CERTIFIED FINANCIAL PLANNER™ program. In addition, he has completed advanced coursework and certifications in the fields of investing and finance, including the Certified Investment Management Analyst (CIMA®) program through the Wharton School of Business, and the Certified Private Wealth Advisor (CPWA®) program through the Yale School of Management.
Steve is a member of the Investments & Wealth Institute, the Financial Planning Association of Puget Sound and the Financial Services Institute. He holds the following industry licenses: Series 4, 7, 24, 31, 51, 63 and Washington State Life and Long-term Care insurance licenses.
In his spare time Steve enjoys reading, hiking, relaxing at home with his family and two dogs and traveling to interesting places.
7, 4, 24, 31, 51, 63
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