Steven Vitoratos
Parsippany
Summary
Strategic and results-driven Wealth Management Advisor with 15 years of experience guiding high-net-worth and ultra-high-net-worth individuals. Proven track record in portfolio management, estate planning, and delivering personalized financial solutions that build long-term client trust and exceed performance benchmarks. Skilled in holistic planning, investment advisory, and cross-functional collaboration with legal, tax, and insurance specialists. Recognized for strong relationship management, analytical acumen, and client-first service.
Overview
14
14
years of professional experience
Work History
Wealth Management Advisor
TIAA
Roseland
06.2023 - 03.2025
- Lead advisor to 150+ HNW clients with AUM exceeding $200M.
- Deliver personalized financial plans encompassing retirement, tax, estate, and insurance strategies.
- Partner with in-house experts to offer integrated, goals-based financial advice.
- Consistently exceeded sales targets through trust-building and data-informed planning.
- Conduct forecasting and scenario modeling to drive optimal client decisions.
Equity Trader
Self-Employed
Cedar Knolls
03.2022 - 06.2023
- Independently traded equities, options, and futures using technical and fundamental analysis.
- Developed and executed short-term and swing trade strategies driven by price action, catalysts, and earnings events.
- Maintained risk controls while optimizing capital allocation in volatile markets.
Financial Consultant
E*TRADE from Morgan Stanley
Morristown
01.2016 - 03.2022
- Scaled book of business from $0 to $85M AUM, primarily HNW clientele.
- Delivered tailored investment strategies, portfolio reviews, and asset allocation guidance.
- Hosted educational workshops on retirement income planning and market fundamentals.
- Circle of Excellence Award Recipient (2019) for exceptional performance.
Investment Consultant
TD Ameritrade
New York
06.2014 - 11.2015
- Built lasting client relationships via proactive prospecting, referrals, and educational events.
- Customized financial roadmaps aligned with clients' life goals and investment risk tolerance.
- Consistently surpassed sales benchmarks through personalized service delivery.
Financial Advisor
Edward Jones
Rockaway Park
08.2012 - 06.2013
- Delivered full-spectrum wealth management including estate planning, insurance, and goal-based investing.
- Developed performance tracking dashboards to enhance client engagement.
- Built strong client rapport, regularly exceeding revenue goals.
Financial Advisor
Joseph Gunnar & Co.
New York
12.2010 - 02.2012
- Grew firm revenue by 40% through business development and innovative marketing.
- Provided equity trading and investment advisory services across major exchanges.
Education
Some College (No Degree) - Economics, Politics, & Law
SUNY Old Westbury
Old Westbury, NYSkills
- Investment Strategy & Portfolio Design
- Retirement & Estate Planning
- Financial Forecasting & Analysis
- Team Collaboration
- CRM: Salesforce
Licenses
- Series 7
- Series 66
- Life & Health
Timeline
Wealth Management Advisor
TIAA
06.2023 - 03.2025
Equity Trader
Self-Employed
03.2022 - 06.2023
Financial Consultant
E*TRADE from Morgan Stanley
01.2016 - 03.2022
Investment Consultant
TD Ameritrade
06.2014 - 11.2015
Financial Advisor
Edward Jones
08.2012 - 06.2013
Financial Advisor
Joseph Gunnar & Co.
12.2010 - 02.2012
Some College (No Degree) - Economics, Politics, & Law
SUNY Old Westbury
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