Steve Cote's Location
Peabody, MA, US
Steve Cote's Work
- President and Founder @ Cote Financial Management
- Vice President - Wealth Management; CFP® @ Morgan Stanley
- Account Vice President; CFP® @ New York Fitness
- Director of Distribution @ Sigrid Olsen / Liz Claiborne
Steve Cote's Education
- Merrimack College
BSBA (Finance)
1987 - 1992
Steve Cote's Skills
- Investment Strategies
- Wealth Management
- Finance
- Retirement
- 401k
- Insurance
- Retirement Planning
- Certified Financial Planner
- Asset Allocation
- Securities
Steve Cote's Summary
Steve Cote, based in Peabody, MA, US, is currently a President and Founder at Cote Financial Management, LLC, bringing experience from previous roles at Smith Barney, UBS Wealth Management and Sigrid Olsen / Liz Claiborne. Steve Cote holds a 1987 - 1992 BSBA in Finance @ Merrimack College. With a robust skill set that includes Investment Strategies, Wealth Management, Finance, Retirement, 401k and more, Steve Cote contributes valuable insights to the industry. Steve Cote has 3 emails and 1 mobile phone number on RocketReach.
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