Steven Douglass has over 25 years of experience in the financial services industry and currently serves as a Vice President Private Banking Relationship Manager at NB|AZ.  Steven takes a very hands on, comprehensive approach to delivering financial services, tailoring his advice to greatly benefit his high-net-worth clientele. As a Certified Financial Planner^®, he can address a full range of his clients’ financial needs by holistically evaluating their entire financial landscape. Steven works closely with a team of experienced advisors, taking the time to understand a client’s objectives. Together, they develop comprehensive strategies for certain planning needs around areas such as cash, credit, risk, as well as wealth and fiduciary management.

 

 

Steven earned his Bachelor of Science in Advertising from NAU, and later earned his Masters of Business Administration from University of Phoenix.  Additionally, Steven holds his series 7 and 63 securities registrations along with various insurance licenses including auto, home, life and health and is also licensed as a mortgage loan officer.  

 

 

Community Involvement

Steven is an active member of the Emerging Business Group of Phoenix and a past member of the Arizona Town Hall Leadership Forum and Ahwatukee Chamber of Commerce. He also has a passion for aiding nonprofit organizations that focus on helping low-income, disadvantaged children.