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
11
11
years of professional experience
Work History
Wealth Management Advisor
TIAA
05.2023 - 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
02.2022 - 05.2023
- 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
12.2015 - 02.2022
- Scaled book of business from $0 to $85M AUM, primarily HNW clientele.
- Delivered tailored investment strategies, portfolio reviews, and asset allocation guidance.
- Circle of Excellence Award Recipient (2019) for exceptional performance.
Investment Consultant
TD Ameritrade
05.2014 - 10.2015
- Built lasting client relationships via proactive prospecting, referrals, and educational events.
- Customized financial roadmaps aligned with clients' life goals and investment risk tolerance.
Education
Some College (No Degree) - Economics, Politics, & Law
SUNY Old Westbury
Old Westbury, NYSkills
- Investment Strategy & Portfolio Management
- Retirement & Estate Planning
- Financial Forecasting & Analysis
- Asset Gatherer
- Team Collaboration
- CRM: Salesforce
- eMoney
- Money Guide Pro
Timeline
Wealth Management Advisor
TIAA
05.2023 - 03.2025
Equity Trader
Self-Employed
02.2022 - 05.2023
Financial Consultant
E*TRADE from Morgan Stanley
12.2015 - 02.2022
Investment Consultant
TD Ameritrade
05.2014 - 10.2015
Some College (No Degree) - Economics, Politics, & Law
SUNY Old Westbury
Licenses
- Series 7
- Series 66
- Life & Health