Stephen Potts is a Financial Advisor at Simmons Investment Advisors. Steve has built a career in financial services that started in 1995 in New York City, in an international branch office working with Latin American and Spanish clients.
In 2007, Steve moved back to Maine, transitioning into the role of Financial Advisor. Steve focuses on client service and development, while structuring customized portfolios that meet each individual client’s needs, risk tolerance and goals.
Steve graduated from Connecticut College with a Bachelor of Arts degree, majoring in Economics and Spanish. Steve holds the Series 3, 7, 63, and 65 licenses.
In his spare time, Steve is an avid runner but can be found most of the time on an athletic field in the community volunteering as a youth sports coach (soccer, baseball, and running). Steve lives in North Yarmouth, ME with his wife, two kids, and two dogs.
Office: (207) 228-7950
Direct: (207) 228-7951