Steve Libov, AWMA®, CLTC®

Steve Libov, AWMA®, CLTC®

Partner, Senior Vice President, Wealth Manager

 

Steve’s career in the financial services industry spans almost 30 years, with an emphasis on Financial Planning as well as Estate Planning.

He is focused on providing customized solutions for small to mid-size businesses and high net-worth families; Steve has developed a client service philosophy that focuses on fostering highly personal and attentive relationships while delivering personalized, objective services, as he works to help his clients accumulate, grow, maintain and transfer their wealth.

Taking a “listen first” approach, once he fully understands his clients, both personally and professionally, he is able to use his experience and insight to craft strategies and help find solutions that fit both their lives and lifestyles.

In his time away from the office, Steve serves on the board of the Hudson Valley Alzheimer’s Association, greatly enjoys listening to music and spending time with his wife Harriet and his family.

 
 
 
 
 
 
 
 
 
Phone (212) 364-0353
Fax (212) 867-5922