Steven Cairns Email & Phone Number | I serve as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses. I work with clients to gain a complete understanding of their lifestyle, career, philanthropic and wealth planning goals. I then identify and engage a Client Strategy Team to create a unique and constantly evolving wealth plan and strategy to help meet these goals. We provide our clients trust and estate planning strategies, customized investment solutions, cash and liability management and wealth transfer strategies.

Steven Cairns

I serve as a lead advisor and relationship manager to high-net-worth individuals, families and orga...
Madison, Madison, United States

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Steven Cairns’s Location Madison, Madison, United States

Steven Cairns’s Current Industry BMO Private Bank

Steven Cairns’s Prior Industry Nationwide Financial | International Value Advisers, LLC | Van Eck Global | Fidelity Investments

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Private Wealth Advisor

2018-10-01 00:00:00 - Present

ETF Sales Manger at Nationwide advisory solutions

2017-09-01 00:00:00 - 2018-10-01 00:00:00

Regional Director

2014-03-01 00:00:00 - 2017-02-01 00:00:00

Regional Sales Representative, RIA Channel

2010-07-01 00:00:00 - 2014-03-01 00:00:00

Investment Representative

2006-07-01 00:00:00 - 2010-07-01 00:00:00

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Steven Cairns is a I serve as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses. I work with clients to gain a complete understanding of their lifestyle, career, philanthropic and wealth planning goals. I then identify and engage a Client Strategy Team to create a unique and constantly evolving wealth plan and strategy to help meet these goals. We provide our clients trust and estate planning strategies, customized investment solutions, cash and liability management and wealth transfer strategies.

Steven Cairns has prior
experience in the following industries:
Nationwide Financial | International Value Advisers, LLC | Van Eck Global | Fidelity Investments

Steven Cairns has the following professional experience:
BMO Private Bank | Nationwide Financial | International Value Advisers, LLC | Van Eck Global | Fidelity Investments