Steven N. Graziano

Financial Advisor / Member Owner

Overview

Steven “Steve” Graziano is a financial advisor based in our Wellesley, Massachusetts, office. A seasoned professional, he has a wealth of experience and demonstrates his commitment to helping clients pursue their financial goals while building strong, lasting relationships.

Steve’s journey in finance began in 2012 with a leading investment management firm in the Boston area, where he served as both an internal and a hybrid wholesaler responsible for managing and cultivating relationships throughout the New England region. In 2020, he transitioned to the wealth planning side of the business by joining a national registered investment advisory firm. In his roles as regional planning director and director of strategic partnerships, Steve played a key role in shaping strategic initiatives and supporting the firm’s growth.

At Savant, Steve uses his deep industry knowledge and passion for helping clients turn their ideal future into reality. He earned a bachelor’s degree in business administration with a concentration in marketing from the University of Richmond’s Robins School of Business.

Steve and his wife, Courtney, live in the South Shore town of Scituate, Massachusetts, with their son, Stevie, and their Cavapoo, Georgia. Outside of work, Steve enjoys golfing and playing tennis, and during the winter months, he loves escaping to the mountains to ski with family and friends.

Education

  • University of Richmond, Robins School of Business
    Bachelor of Science in Business Administration with a concentration in Marketing

Office Locations

Serving clients from our Wellesley office.

Wellesley

80 William Street
Suite 260
Wellesley, MA 02481

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