Steven McNally
Vice President, Financial Advisor
Experience
- Working in the financial services industry since 1980
- Currently focused on providing client solutions for planning, investment and asset transfer
Education
- Central Michigan University, BS
- National Trust School
Professional Affiliations
- FINRA Series 7, 63 (BrokerCheck)
- Insurance Licensed
Community Involvement
- Board Member and VP of Planned Giving, Cherokee Area Boy Scouts
