Steve Slocum
Investment Officer & Portfolio Manager
Wealth Management
Bio
Steve brings over 15 years of experience in financial services to Lake Ridge Bank. In his role as an Investment Officer and Portfolio Manager, Steve plays an integral part in the ongoing management of client portfolios and investment research. He also serves as a member of the bank’s Trust & Investment Committee. Steve began his career in the industry in 2009, providing tailored advice and solutions to meet the unique needs of his clients. Steve holds a Bachelor of Science degree in Economics from the University of Wisconsin-Madison and has obtained the CERTIFIED FINANCIAL PLANNER® certification and Accredited Portfolio Management Advisor™ designation.
Education
University of Wisconsin–Madison
I enjoy helping our local clients pursue and reach their specific goals and achieve true financial freedom.”
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