Steve Snow

Steve Snow is an experienced investment and financial services professional with a career spanning over three decades. Currently serving as an Investment Executive at Osaic since October 2023, Steve previously held the position of Vice President at Southern Investment Services, where a focus on client visions and adapting plans through economic cycles is emphasized. Prior roles include Investment Executive at Infinex Financial Group, where tax-efficient strategies were developed for clients, and Financial Advisor at Wells Fargo Advisors, utilizing the Envision® tool for investment planning. Steve began their career as a Financial Consultant with Merrill Lynch and First Citizens Investor Services, covering multiple branches and developing a robust client base. A graduate of Virginia Polytechnic Institute and State University with a Bachelor of Science in Business Management, Steve Snow brings a deep understanding of investment strategies and client management to their work.