Steven Do

Drawing on more than 13 years of experience in the financial industry, Steven implements highly customized wealth management plans for accomplished individuals and their families. Steven’s process is built around his core foundation: Listening to and truly understanding his client’s financial objectives, before making an investment recommendation.

Often working with tech executives, Steven is well-versed in the complexities of managing concentrated stock positions and incentive compensation. He offers comprehensive strategies to help his clients simplify their financial lives, protect and grow their wealth, and pursue their goals with confidence.

Prior to joining Morgan Stanley, Steven spent 10 years at E*TRADE as a Senior Financial Consultant in Cupertino, where he consistently ranked as one of the top Financial Consultants across the country.

Earlier in his career, Steven held financial roles at Trilogy Financial Services and Wells Fargo Advisors. Steven graduated from the University of California, Santa Cruz where he earned a B.S. in Business Management with a focus on Economics.

Born and raised in the Bay Area, Steven now lives in Santa Clara. Steven has volunteered at West Valley Community Services and has been an active member of Toastmasters International — where he previously served as a Chairman for the Cupertino Chapter. In his free time, Steven enjoys exploring National Parks, biking, and playing table tennis.