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Email Address

[email protected]

Phone Number

(618) 307-0823

About Me

Steven M. Gray has over 20 years' experience as a financial advisor.  He applies his deep financial knowledge to helping his clients make informed decisions using a comprehensive approach.  It's more about the overall "big picture" for his clients.

Steven seeks to maximize benefits for his clients by bringing investments, insurance and education, estate and tax-planning into on financial plan to minimize gaps that can leave families and business exposed.  He seeks input from other professionals to enhance the overall plan.  He focuses considerably on the risk a client takes to achieve their overall objective.  Understanding a clients risk objective and overall plan is key in discovering how a client will achieve their goal.

Steven holds Series 7, 63, and 66 licenses and is licensed to provide insurance in Illinois.  He earned a B.A... in History from Western Illinois University in 1999.  He immediately went to to work as a teacher for Jersey Community High School before becoming a Financial Advisor.

I look forward to speaking with you.

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