Steven West, CFP®, is the Senior Vice President at UBS Financial Services Inc. and the founding member of the West Group. They began their career as a Financial Advisor at Legg Mason in 1999 and held various leadership roles during their tenure at Morgan Stanley from 2006 to 2016. Steven earned their CERTIFIED FINANCIAL PLANNER™ designation in 2003, along with a Chartered Retirement Plan Specialist designation in 2012. They graduated Magna Cum Laude with a double major in Economics and Business Administration from McDaniel College in 1996.
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