Steele has passion for long-term financial security planning, risk management,assessment, and analysis. Having had the misfortune of losing two parents at an early age, he knows first hand how good intentions can never replace good planning. With this in mind, he attended the University of Utah in the accelerated LEAP program, as well as Kaplan University, and went on to earn licenses in Uniform Securities and Investment Company Products/Variable Contracts. Though not specific to financial planning, he has also successfully managed his own music career and its inherent intricacies of business management. He has performed alongside Sheryl Crow, Maroon 5, Train, and The Foo Fighters, and has also secured two major recording contract deals. In addition, he loves spending time with his wife and kids, music, and a good cup of coffee.
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Murdock Financial is not owned or operated by Equitable Advisors, LLC or its affiliates.