Steve Weiss

Steve joined Buckingham Strategic Wealth in 2012 as a portfolio advisor. Today, as a wealth advisor, he assists clients with making important financial decisions.

He came to the firm from Enterprise Bank & Trust where he held such titles as trust operations specialist, paraplanner, and investment and planning specialist. Before entering the financial field, Steve worked as associate director of digital media and mobile for Universal Music Group in New York City.

He earned a bachelor’s degree in communication from the University of Michigan and is a CERTIFIED FINANCIAL PLANNERTM professional . In his spare time, Steve is an avid music lover and enjoys photography.

As a wealth advisor, Eric works directly with clients to help take some of the friction out of financial solution exploration. He helps them identify their passions and build a custom plan to achieve their short-term and long-term pursuits.

The dynamic landscape of consumer economics and the challenges that are presented with each unique client situation intrigued Eric, and his military background helped prepare him for the role.