Partner

As a partner and Senior Wealth Manager, Steve works with individuals, businesses and institutions to develop and implement plans designed to help them achieve attractive risk-adjusted returns while minimizing their tax impact. Steve's experience at large banks and with trusts and estates also enables him to work with other professionals to design and implement plans to pass wealth to the next generations. Steve has over twenty eight years' experience in the wealth management field. He received his Bachelors of Business Administration degree with a concentration in Trust and Wealth Management from Campbell University in 1981. He is a Certified Financial Planner? practitioner and has Series 7, 63 and 65 securities licenses and Life, Health and Long Term Care insurance licenses.

Steve is active in community activities having served on several boards including The Cape Fear Council of The Boy Scouts of America and the Community Foundation of Southeastern North Carolina, among others. He is active at his Alma Mater, currently serving on the Campbell University Presidential Board of Advisors and other boards. He was a 2008 Distinguished Alumni Award recipient at Campbell.

Email Steve at sgaskins@oldnorthstatewealth.com