Steven Hoke, CFP®, currently serves as Senior Vice President, Family Wealth Director, and Financial Advisor at Morgan Stanley, a position held since 2009. Prior experience includes roles as Vice President and Financial Advisor at Banc of America Investment Services Inc. from 2005 to 2009, Private Client Advisor at Lehman Brothers from 2003 to 2005, and Associate in Private Client Services at Lehman Brothers in 2002. Steven's career also encompasses experience as an Asset Manager at Goodman Real Estate from 2000 to 2001 and as a Financial Associate at Mercer Advisors from 1998 to 2000. Educational credentials include an MBA from the UW Foster School of Business (2001-2003) and a BA in Economics and Business from Westmont College (1992-1996).
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