For more than eighteen years Stephen has been helping clients to preserve, grow and
transfer assets to their heirs in an efficient manner. Working with individuals, families, small businesses,
and municipalities, Steve asks the questions that dive deep into one's goals and aspirations. It is through this process of getting to know his clients' motivations and concerns that he provides thoughtful and informative financial planning services.
With a passion for understanding finances, Steve began his career in financial services working for Prudential in
Albany, New York as a life insurance agent. He was then a broker with Chittenden Securities, a division of
Chittenden Bank. Later, while working as a financial adviser at People’s Securities, he provided clients financial
insight and advice, helping them create their personal investment strategies.
Steve has a Bachelor’s Degree from Johnson State College where he majored in business, with a concentration in
accounting. He is life and health licensed and holds FINRA registrations 7, 24, 65 and 66. He is an educator and is
passionate about teaching clients the value of taking personal financial responsibility.
Using a comprehensive approach to planning Steve Simmons specializes in:
- Financial Planning and Advisory Services
- Investment management
- Long Term Care Planning
- Life Insurance
With an unbiased approach to planning Steve is always focused on the unique needs of his clients. As an
independent adviser he has access to a wide breath of solutions. Steve is a member of the Albany New York chapter of the Financial Planning Association.
Steve is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the following states: Vermont, New York, Florida, California, Mississippi, Massachusetts, & Maine.
Steve is insurance licensed in the following states: Vermont, Massachusetts, New York, & Florida.
Steve is past treasurer for the Green Mountain Chapter of the American Red Cross, and for the Bennington Rotary.
In his spare time, he enjoys snowmobiling, kayaking, and hiking. He is an avid traveler – often taking road trips around America.
Steve and Danielle raised their daughters in, and continue to reside in Bennington Vermont.