B. Steven Bass, Jr. CFP®, ChFC® , RICP®

Steven Bass is a Financial Advisor with more than 20 years of experience in the financial services industry. He enjoys working with individuals and families to design personalized, holistic financial plans that foster financial well-being and inspire confidence in the future.

Steven began his financial services career providing long-term care and life insurance for John Hancock Life Insurance Company. He transitioned to working as a Financial Consultant for M&T Securities (now M&T Financial Services), followed by a decade serving as Senior Financial Advisor/Vice President for Fulton Financial Advisors.

Steven explained his philosophy and approach to wealth management by saying:

“Experience has taught me that being a valuable advisor is meeting clients at the intersection of academic investing and their unique experiences and relationships with money. This enables us to form a cohesive plan utilizing customized strategies and design a roadmap that personally works for them.”

After graduating from James Madison University with a major in marketing and a minor in finance, Steven found his career in finance. To strengthen his knowledge and capabilities in wealth management, he earned the respected CERTIFIED FINANCIAL PLANNER^®, Chartered Financial Consultant^® and Retirement Income Certified Professional^® designations.

Steven grew up in Danville, Virginia, and now makes his home in McLean, Virginia. When he isn’t working, he enjoys being a “foodie” and joining friends at nice restaurants, as well as golfing, fishing and hunting.

RICP designation conferred by The American College.