Steve Schultz

Steve Schultz

Formal First Name
Steven (Steve)

Steve Schultz is committed to delivering professional investment management and building personalized relationships with his clients. He started his financial services career in 1981 at Morgan Stanley, and is currently a Managing Director and Senior Portfolio Manager at UBS Financial Services. He is a member of the UBS Pinnacle Council, which represents an exclusive group of the firm’s top 2% of advisors. Steve has a passion for coaching and mentoring people in all walks of life based on his many years of experience advising clients, and also focuses on helping clients with education funding and structures for charitable giving.

Professional Experience

Academic History

Certifications and Recognitions

  • Financial Times Top 400 Financial Advisers, 2019, 2020
  • Forbes America's Top 250 Wealth Advisors, 2016-2020
  • Forbes Best-In-State Wealth Advisors, 2018-2020
  • Barron's Top 1,200 Financial Advisors, 2015-2020
  • Series 7 and Series 63 securities licenses