Steve Starzec Email & Phone Number
Managing Director @ Fifth Third Wealth Advisors
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Steve Starzec Location
- Denver, CO, US
Steve Starzec Work
- Managing Director @ (August 2025 - Present)
- Past President @ Boulder County Estate Planning Council (November 2013 - Present)
- Client Strategist and Senior Vice President @ (April 2021 - August 2025)
- Registered Representative; Investment Advisor Representative; Insurance Representative @ MidFirst Investment Services (April 2019 - April 2021)
- Boulder Regional Manager Private Wealth Management @ (September 2018 - April 2021)
- Market Leader and VP CWS® @ (January 2014 - August 2018)
- VP and Sr. Private Client Advisor @ (January 2009 - December 2013)
- VP and Northern Colorado Manager CTFA® @ (January 2007 - January 2009)
- Past President @ Estate Planning Council of SE Denver (January 2008 - January 2011)
- Past President @ Centennial Estate Planning Council (January 2009 - January 2010)
- VP and Relationship Manager CTFA ® @ First National Bank of Colorado (January 2006 - January 2007)
- VP and Sr. Trust Officer CTFA® CPA @ (January 2000 - January 2006)
- Audit Specialist CPA @ (January 1991 - January 2000)
- Staff Accountant @
Steve Starzec Education
- University of Colorado Denver
MS (Finance)
1995-1998 - Uniwersytet im. Adama Mickiewicza w Poznaniu
(Finance and Economics)
1990-1990 - Doane University
BA (Football, Student Council, Delta Kappa Pi Fraternity)
1986-1990 - Scotus Central Catholic Jr High School 1983-1986
Steve Starzec Skills
- Trust Services
- Services
- Investment Advisory
- Accounting
- Insurance
- Portfolio Management
- Wealth Management
- Consumer Lending
- Estate Planning
- Mutual Funds
- Strategic Planning
- Wealth Management Services
- Loans
- Series 7
- Net
- Investments
- High Net Worth Individuals
- Retirement Planning
- Financial Services
- Forecasting
- Private Banking
- New Business Development
- Securities
- Planning
- Training
- Banking
- Financial Analysis
- Investment Management
- Asset Allocation
- Succession Planning
- Leadership
- Networking
- Communication
- Mortgage Lending
- Finance
- Credit
Steve Starzec Summary
- Steve Starzec, based in Denver, CO, US, is currently a Managing Director at Fifth Third Wealth Advisors. Steve Starzec brings experience from previous roles at Boulder County Estate Planning Council, BNY Wealth, MidFirst Investment Services and MidFirst Bank. Steve Starzec holds a 1995 - 1998 MS in Finance @ University of Colorado Denver. With a robust skill set that includes Trust Services, Services, Investment Advisory, Accounting, Insurance and more. Steve Starzec has 1 emails and 1 mobile phone numbers on RocketReach.
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