Steven McDermott*

Financial Advisor

Born in Cookeville, Tennessee and raised in Raleigh, North Carolina, Steven is a second-generation investment advisor. Seeing the positive impact his father’s work had on the lives of others motivated him to begin his own career in the financial industry.

Steven has been in the financial industry for twelve years. He got his start working for a life and annuity wholesaler, and obtained his life insurance license at just 19 years old. He soon started doing business as a life insurance agent.

In order to further fulfill his desire to impact people through the financial industry, he went on to obtain his series 65 license and began working as an investment advisor representative. Steven enjoys building relationships with his clients and developing plans to help them bridge the gap between their present circumstances and where they want to be, achieving their financial goals and objectives.

Steven is married to his high school sweetheart. They live in Holly Springs, NC with their Brittany Spaniel, Abby.

 

Steven works out of our Raleigh office located at:

Carroll Financial

3737 Glenwood Ave, Suite 100

Raleigh, NC 27612

 

Steven is not affiliated with Cetera Advisor Networks LLC.

Steven McDermott*'s Approach

“I help clients bridge the gap between where my clients are and where they want to be.”

- Steven McDermott*

Steven enjoys building relationships with his clients and developing plans to help them bridge the gap between their present circumstances and where they want to be, achieving their financial goals and objectives.