Steven Rubin, CFP®
Chief Operating Officer
Steven joined our firm in 2016. He is our Chief Operating Officer and an LPL financial advisor. He is an integral part of our service commitment and client experience. Steven helps our team with portfolio construction, trading, general client service, and the various asset movement processes. He also plays a key part of the decision-making process for our firm’s marketing, communications, and overall practice management.
Steven has over 15 years of experience in the financial services industry, having spent over a decade working in commercial banking sector as both a commercial lender and credit analyst. He is a 2004 graduate of Appalachian State University where he graduated Summa Cum Laude with College of Business and General Honors. Steven was a recipient of the prestigious Chancellor’s Scholarship which is the top academic scholarship at Appalachian State University and graduated with a degree in Finance & Banking.
Steven and his wife Anna reside in Winston-Salem with their two children Lincoln and Silas.