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Steve Troccoli, MBA, ChFC®, CFS®, CRPC®

Vice President
Senior Wealth Advisor
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A double-barreled Manhattan University alumnus – B.S. and M.B.A. – Steve also holds the lifelong distinction of having earned the rank of Eagle Scout. (Preston shares this distinction.) This is his second career, having capped a successful run in the nascent cell phone industry. He then joined Ameriprise as a financial advisor in 1996, before moving on to Seasons of Advice in 2011.

An avid golfer and fisherman, he has invested in companies that protect the environment by reducing waste streams and commercializing co-generation. Steve is also dedicated to the cause of curing Cooley’s anemia.

The Bronx native has been married to Vickie since 1981 and resides in Yonkers, N.Y. The couple has two daughters, Ashleigh and Johana, and a granddaughter and grandson. Steve is active in the Benevolent and Protective Order of Elks, through which he raises funds and awareness of the fight against cerebral palsy. He is also active in the Sons of Italy whose major NY charity is Cooley Anemia.

Steve's Client Reviews

Testimonials were provided by current Seasons of Advice clients and may not be representative of the experiences of other clients. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonials. You can view a complete list of all Seasons of Advice reviews on our Wealthtender profile page.

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