About Steven Taub
Steven Taub is a seasoned and accomplished Financial Advisor, boasting over 30 years of experience in the securities industry. With his wealth management expertise and a proven track record, he has consistently demonstrated a remarkable ability to navigate the global markets, guiding clients towards achieving their financial goals.
Steven's approach is rooted in trust and open communication, creating a goals-driven environment where clients feel confident in his guidance. His extensive network of satisfied clients is a testament to his dedication to their financial success. As the Executive Director and Co-Founder of the Westchester High Ridge Group at Morgan Stanley, Steven has established a reputation for delivering exceptional results and providing comprehensive financial solutions.
Before joining Morgan Stanley, Steven served as a financial advisor at Citi for 16 years, where he built a strong reputation for his strategic insights and unwavering commitment to client success. His deep understanding of complex financial products allows him to tailor solutions that align with the unique needs of each client.
Beyond his successful professional career, Steven is a devoted father and husband. He also enjoys listening to music and engaging in various sports such as tennis, and boxing.
With his extensive experience, expertise in wealth management, and dedication to client success, Steven Taub stands out as a trusted advisor in the finance industry. His commitment to open communication, tailored solutions, and unwavering support makes him a valuable asset to The Westchester Highridge Group and a reliable partner for clients seeking to secure their financial future.
Securities Agent: CT, WI, OR, FL, DE, TN, NC, MI, MA, CO, NE, NH, CA, AZ, NY, NJ, PA, GA, AK, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 1814725