Senior Vice President, Tax and Financial Planning, EMM Wealth
Stevon Forrester, JD, LL.M., CFP®, ChFC, is a Senior Vice President at EMM Wealth, in the Tax and Financial Planning Department. In this role, Steve works closely with clients to identify issues and provide comprehensive financial planning solutions to those issues.
Prior to joining EMM in 2016, Steve served as a Vice President and Advanced Markets Attorney with American International Group (AIG). Previously, Steve served as a Vice President with U.S. Trust and a Director with UBS Financial Services Inc. where he provided financial planning solutions to high net worth clients.
Steve earned his LL.M. Degree in Tax at New York University School of Law, his Juris Doctor at Albany Law School of Union University, and his Bachelor’s degree in accounting at Binghamton University. Steve is a Certified Financial Planner™ practitioner (CFP®) and holds a Chartered Financial Consultant (ChFC®) designation.