Steve Vitoratos

Wealth Advisor with over 15 years of experience helping individuals, families, and business owners build and protect their wealth. Since starting my career in 2009, I’ve dedicated myself to guiding clients with clarity, transparency, and a long-term perspective — because true financial success isn’t just about numbers, it’s about aligning your money with your life. My approach is rooted in personalized planning, proactive communication, and goal-based investment management. I focus on simplifying the complex so clients can make confident, informed decisions that move them closer to financial freedom. I hold FINRA Series 7 and Series 66 licenses and attended the State University of New York at Old Westbury, where I studied Politics, Economics, and Law. Outside of work, I enjoy playing ice hockey, creating music, and going on hikes with my 4-year-old German Shepherd, Luna.