Steve began his career in 1984 as an agent with Equitable Life Insurance and Registered Representative of Equico Securities in New York.
With an approach based upon sound financial planning, his career at Equitable, (acquired by AXA) spanned 10 years. In 1991, Steve relocated to Charleston, SC and began to broaden his talents working as an Investment Advisor Representative.
In 1995, Steve partnered with Jim Grogan to form Lowcountry Retirement Services, Inc. dedicated to servicing the financial concerns unique to retirees and pre-retirees. For over 25 years Steve has focused on helping his clients find financial confidence and fulfill their dreams of comfortable retirement for themselves and their families.
As advancing technology changes many aspects of daily life, so it brings change to our financial services. After 10 years as business associates, Steve and Mark Fell formally merged their practices to form Conte Fell Advisors in 2021. Through this merger, clients have gained greater access to resources provided by new technologies as well as the combined perspectives of both experienced advisers.
“I believe in a holistic approach with our clients that, in addition to maintaining an appropriate personalized portfolio, fully considers their expectations, hopes, and concerns”