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Steve Pitchkolan
Vice President, Investments
Biography
Steve has more than 40 years of experience in the financial industry, specializing in the development of custom financial plans and investment portfolios. He is dedicated to delivering long-term value through a highly personalized and strategic approach. Steve works closely with clients to align financial decisions with life goals, offering clarity and confidence throughout the planning process.
Known for his client-centric mindset and deep market knowledge, Steve takes pride in fostering relationships built on trust, transparency, and continued service. His consistent focus on tailored solutions and ongoing communication has earned him long-standing client loyalty.
Recognized by the firm as a member of the prestigious President's Club for his outstanding contributions.
Wedbush Next
Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.
With Wedbush NEXT clients can:
- Open a Wedbush NEXT spend account
- Set and manage savings goals
- Access curated automated investing portfolios
To get started, use your mobile phone to scan the QR Code below. If you're already on your phone, just tap the Code!
