Stephen Tosha is enjoying his current career path, as a certified and fully qualified portfolio manager capable of building wealth for nearly anyone. Among his most appreciative clients includes individuals and families, foundations, non-profits, same-sex couples and businesses who express an interest in goal-based wealth management. Besides providing traditional advice and guidance, Stephen Tosha can help clients pursue their objectives by employing his own personalized strategies, always based n the client’s needs or goals, or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, or even a number of third-party investment strategies.
When servicing clients through the Firm’s Investment Advisory Program, Stephen Tosha may manage his strategies on a discretionary basis, but his decisions are always made with the individual needs or goals of the client foremost in his mind. Current clients certainly gain benefit from Stephen Tosha’s early business career. That business experience certainly brought a deep understanding of how corporate stock is valued in the market. The first thing to consider is his 29 years with Verizon, where he worked hard and was promoted to positions of increasing responsibility in many areas of the business, including sales, finance, treasury, operations and, finally, business development. When he retired from the country at age 46, he was Verizon’s senior manager of business development.
Stephen Tosha guides his clients through the wealth management process, based on a mutual understanding of what it will take to achieve their goals. That is true, whether theirgoals are retirement income, education funding, creating a financial legacy or any other goal unique to that individual, family, non-profit, foundation, or business. Stephen Tosha uses personalized investment strategies and designs custom investment portfolios to address the unique priorities of each one.