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Steven Markel, AAMS

Steven Markel, AAMS

Financial Advisor, President

Steven Markel has been in the Financial Services Industry for over 23 years and is the President and founder of Markel Financial Services. Steve began his Financial Services career and became an affiliate with U.S. Planning Group, Inc.® in 1997 where he was mentored by some highly successful financial professionals in Atlanta. As a Financial Advisor with Osaic Wealth Inc., he offers comprehensive financial and insurance services to clients. Steve specializes in creating a customized retirement strategy for each of his clients and strives in helping his clients achieve the retirement that they want. As an Independent Financial Advisor, Steve has access to a vast network of product and service solutions. This allows Steve to customize and tailor investment strategies and insurance solutions that best serve the needs of each client and not vice versa. Steve graduated from Sacred Heart University with a B.S. in Mathematics. Steve holds his FINRA Series 6, 63, and 65 registrations as well as his Life, Health and Variable Insurance licenses. In 1999 Steve earned the Accredited Asset Management Specialist designation, AAMS®, from the College for Financial Planning. Steve resides in Hoschton, Georgia, with his wife, Kim, and three children, Shayna, Conner and Jessica. Steve enjoys walking, weight lifting, camping, music and working on his car. He also enjoys spending time with family and his dog Charlie.