Steven Moore is responsible for the research, development and management of investment portfolios at Fusco Financial Associates. He applies his more than 30 years of financial industry experience to making investment recommendations and conducting client portfolio reviews. As a Certified Investment Management AnalystSM, he understands the financial complexities and risks that come with being in the highest tax bracket.
Steve firmly believes that by giving our clients an honest assessment of their current financial positioning and the proper investments to meet their objectives, we are better suited to help them over the long term. His honesty helps build trust in the investment advice he provides.
Steve also plays an integral role in other areas of Fusco Financial Associates, including operations, compliance, sales and client contact.
Steve joined our team in 2008, serving as an investment strategist and senior analyst. He moved to Raymond James with us in 2012. Previously in his career, he was a principal and compliance officer at Carrollton Financial Services and a credit analyst in commercial lending at Carrollton Bank. He began his career as an investment representative at T. Rowe Price in 1992. Steve earned a Bachelor of Arts degree in economics from the University of Maryland and an MBA in finance from the University of Baltimore.
Throughout his career, Steve has been active in community sports. He has been a basketball coach and referee for St. John’s Basketball and a baseball coach and league coordinator for the Owings Mills Recreation Council, Westminster Optimist Little League, Charles Carroll Recreation Council, Finksburg Lions Club Baseball and Manchester Baseball Association.
Steve was born in New Brunswick, New Jersey, but grew up in and currently resides in Westminster, Maryland, with his wife, Michelle. They have two sons, Bradley and Jonathan, and two spoiled-rotten dogs, Ripley and Luna. In his free time, Steve enjoys hiking, golfing, reading and chasing his kids across the country.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.