Stephen E. Frost
Senior Vice President, Financial Advisor
- 518.463.2200 ext 146
- 1.19.17 – Present
Steve has been providing Financial and Wealth Management advice and services since 1980.
A graduate of the University at Albany, he maintains the Series 66 and 7 securities licenses as well as futures and Life Insurance.
His career in Finance started at Key Bank in 1981 where he rose throughout the ranks to V.P. of the Government Accounts Division, servicing the banks largest accounts on a National level.
He has worked as a Financial Advisor at fine firms such as Morgan Stanley and joined Halliday Wealth in 2017.
Steve’s areas of focus are Financial and Investment based strategies, Estate and Wealth Transfer issues and Money Management services, primarily for the High Net Worth Individual, families and Business owners.
Our purpose is to assist our clients to define their personal goals, determine their risk tolerance, time horizons and liquidity needs to establish a Wealth Management strategy centered on the priorities through stages of their lives.
This strategy will evolve as we help our clients adjust their personalized strategy as needed, as inevitable changes in life occur.
We take the time to ask the difficult questions, listen intently, to understand precisely where your wealth is today and your goals for your assets throughout your life and for legacy planning for family or benefactors.
We work alongside you to achieve the goals established, constantly monitoring and moving forward throughout your life.
Steve resides in Ballston Lake with his wife Cheryl. Their children and Grandson live local and allow for family time together. Steve enjoys golf, tennis, boating and spending time with family and friends. He is an active philanthropist, providing necessities for the less privileged in our community.