Steve Pursley

Steve Pursley

Investment Advisor Representative


Steve's mission is to build strong client relationships, which is intregal to providing financial guidance. He prides himself on creating a customized wealth management strategy. His process is ongoing, in that he is always there to guide you and make the necessary changes to your strategy as years go by. His practice focuses on asset management for those approaching retirement or currently retired. He provides financial strategies for individuals and businesses.

Professional Credentials
https://admin.emeraldconnect.com/files/16915/Bullet.jpg  Chartered Life Underwriter (CLU)
https://admin.emeraldconnect.com/files/16915/Bullet.jpg  FINRA Series 6, 7, 24, 63, 65 Professionally Licensed
https://admin.emeraldconnect.com/files/16915/Bullet.jpg  Life and Health Insurance Licensed

Industry & Community Involvement
https://admin.emeraldconnect.com/files/16915/Bullet.jpg  National Association of Insurance and Financial Advisors: Past President and currently on the Charitable Foundation Board
https://admin.emeraldconnect.com/files/16915/Bullet.jpg  Society of Financial Service Professionals
https://admin.emeraldconnect.com/files/16915/Bullet.jpg  Catholic Community of St. Francis Xavier

Background
Steve grew up in Baldwin, Maryland where he attended McDonogh School preparatory. He went on to earn his Bachelors of Science in Business from Washington College and has over 20 years of experience working with John Hancock Financial Network. Steve served as the Associate Managing Partner for the Baltimore Agency in 2007. With his commitment to achieving client excellence, Steve became the Site Partner of the Baltimore office in 2009. He currently resides in Hunt Valley, MD with his wife Kerri and two daughters, Lilli and Page.