About Steven D D'Amico
A seasoned professional of 20 years, Steven enjoys working with financially successful professionals, corporate executives and business owners, providing highly personalized advice through a disciplined wealth management approach. His diverse background in the financial services industry enables him to help his clients understand the intricate details of their personal wealth. He focuses on what is most important to each client, so he can develop a customized plan striving to build, preserve and transition their wealth.
A graduate of the University of Connecticut where he earned his degree in Finance with an Economics minor, Steven began his career in financial services at Morgan Stanley in 2003. Over the years, he has remained committed to professional development, receiving the Alternative Investments Director designation in 2019, earning his Chartered Retirement Plans Specialist® (CRPS®) certification from The College for Financial Planning in 2016 and his Corporate Retirement Director (CRD) designation from Morgan Stanley in 2016. In 2023 and 2022 he ranked on the Forbes Best-In-State Wealth Advisors List. In 2021 he was ranked on the Forbes Best-In-State Wealth Advisor List and the Forbes Top Next-Gen Wealth Advisors List. In 2020 he was 1 of 6 people named "Top Next-Gen Wealth Advisors" by Forbes in Connecticut (and the only advisor from Morgan Stanley). In 2019 he ranked #10 on the Forbes Best-In-State (CT) list and took the #1 spot at Morgan Stanley. In 2017 and 2018, he was honored by Forbes as one of “America’s Top Next-Generation Advisors,” named “Top 100 Retirement Plan Advisors” in the country by PlanAdvisor Magazine, and was highlighted in the “Top Plan Advisors Under 40” category by the National Association of Plan Advisors (NAPA).
With Steven’s extensive experience, he has developed a strong understanding of the equity markets and is well versed in high-end alternative investments, specifically private equity, hedge funds and real estate offerings that are available to accredited investors and qualified purchasers. He has cultivated dedicated skills in 401(k) plans with an emphasis on risk management, investment evaluation and replacement, sponsor education and plan design. Steven’s ultimate objective is to be the last financial advisor you will ever need.
Steven’s passion for working with his clients is equaled only by his dedication to his community and his family. He and his wife, Yasmeen, sponsor and support a number of important causes, including the Center for Family Justice, St. Vincent Medical Center Foundation, Operation Hope, The Child and Family Guidance Center, Chapel Haven and Wounded Warrior Foundation to name a few.
A native of Connecticut, Steven and his wife Yasmeen currently live in Southport with their son Pierce and 2 dogs Bailey and Daisy. Steven enjoys spending quality time with friends and family, skiing, hiking, boating, tennis, photography, singing Sinatra, traveling and playing the piano. He also enjoys spending time in New York City exploring museums, art galleries, and restaurants and vows to visit one new country every year.
2019, 2021, 2022, 2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019, 2021, 2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2017, 2018, 2020, 2021 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2017, 2018, 2020, 2021). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
2017-2018 PLANADVISER Retirement Plan Adviser of the Year (previously referred to as PLANSPONSOR Retirement Plan Adviser of the Year)
Source: planadviser.com (Awarded 2017-2018) Data compiled by ISS Media during the period from 1/1 – 12/31 of the year preceding the award.
2017-2018 NAPA's Top Retirement Plan Advisors Under 40 (Aces) (previously referred to as NAPA's Top Retirement Plan Advisors Under 40 (Young Guns))
Source: Source: napa-net.org (Awarded 2017-2018) Data compiled by NAPA from Aug of the year prior to the award – Aug of the year the award was given.
Securities Agent: OR, NC, MA, ID, DC, GA, TN, OH, NJ, AZ, MT, WA, DE, CA, NH, IN, MS, MN, ME, IL, IA, FL, CT, CO, WY, TX, RI, VT, SC, PA, OK, KS, UT, NY, VA; General Securities Representative; Investment Advisor Representative
NMLS#: 1272967
CA Insurance License #: OI13103