Broker Check
Steve  Battel

Steve Battel

Managing Director & Wealth Manager

I’ve worked in the financial services industry since 1997.  Just a few years later I became a financial advisor and never looked back. Providing excellent customer service and helping clients understand their investments is what keeps me engaged and excited about my career. Before becoming a financial advisor with Wachovia Securities (a predecessor of Wells Fargo Advisors), I worked with the Prudential Equity Group at the New York Stock Exchange where I managed the equity trading floor. During a typical workday I would trade upwards of $100 million in securities while managing a staff of traders. 

Before my time at the NYSE, I worked on a mutual fund and annuities sales and marketing desk, consulting with advisors on the benefits of various financial products and services. 

I graduated from Bucknell University where I studied finance and business management. I also hold a master’s in sports management, which allows me to have a unique understanding for clients in the sports and recreation industry. 

I live in Little Silver, New Jersey with my wife Jennie and children Kendall and Gavin. I enjoy a leisurely day at the beach with a good book in hand.