Steven B Email & Phone Number
Partner @ Cerity Partners
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Steven B Location
- Louisville, KY, US
Steven B Work
- Partner @ (January 2026 - Present)
- Senior Principal @ (May 2025 - December 2025)
- Principal @ (January 2023 - June 2025)
- Estate Planning Specialist and Financial Advisor @ ARGI Financial Group (March 2016 - January 2023)
- Wealth Planning Associate @ (January 2014 - March 2016)
- Summer Associate @ Gwin Steinmetz & Baird, PLLC (May 2013 - July 2013)
- Summer Associate @ Landrum & Shouse LLP (May 2012 - August 2012)
- Business Analyst @ (July 2010 - December 2010)
Steven B Education
- University of Kentucky J. David Rosenberg College of Law
Juris Doctor
2011-2014 - University of Kentucky
B.B.A. (Finance & English)
2006-2010
Steven B Skills
- Analysis
- Commercial Litigation
- Customer Service
- Estate & Gift Taxation
- Estate Planning
- Financial Planning
- Insurance
- Leadership
- Management
- Microsoft Excel
- Microsoft Office
- Public Speaking
- Strategic Planning
- Wealth Management
- Wealth Preservation Planning
Steven B Summary
- Steven B, based in Louisville, KY, US, is currently a Partner at Cerity Partners. Steven B brings experience from previous roles at Cerity Partners, ARGI Financial Group and PNC Wealth Management (Unofficial). Steven B holds a 2011 - 2014 Juris Doctor @ University of Kentucky J. David Rosenberg College of Law. With a robust skill set that includes Analysis, Commercial Litigation, Customer Service, Estate & Gift Taxation, Estate Planning and more. Steven B has 2 emails and 1 mobile phone numbers on RocketReach.
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