Steve McDermott

Steve McDermott is an experienced financial professional currently serving as a Financial Planner at Heritage Financial Consultants LLC since August 2019, where securities and investment advisory services are provided through Osaic FA, Inc., a member of FINRA/SIPC. Prior to this role, McDermott held various positions including Financial Consultant at M&T Bank from August 2011 to August 2019, Senior Client Advisor and Portfolio Manager at Wilmington Trust from September 2002 to August 2011, and Financial Advisor positions at UBS from May 2000 to September 2002 and Legg Mason from September 1996 to May 2000. Additionally, McDermott worked as a District Sales Manager at SSI Schaefer from October 1994 to October 1996. McDermott earned a Bachelor of Business Administration in Finance from the University of Maryland between 1989 and 1993.