Steve Cote

Steve Cote

President/Founder at Cote Financial Management, LLC | Peabody, Massachusetts, United States

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Work Experience

Cote Financial Management, LLC

President/Founder

2010-04-01 — Present

Smith Barney

Vice President - Wealth Management; CFP®

2007-12-01 — 2009-11-01

UBS Wealth Management

Account Vice President; CFP®

2001-03-01 — 2007-12-01

Sigrid Olsen / Liz Claiborne

Director of Distribution

1988-01-01 — 2001-01-01

Skills

401ks small business retirement plans insurance planning wealth management estate planning portfolio construction retirement planning taxation educational planning 401k39s amp small business retirement plans

Languages

English