PKS Investment Advisors LLC is pleased to announce that Steven E. Sweigert has joined the firm as an Investment Advisor. Steven is a graduate of Bloomsburg University where he earned a Bachelor’s degree in Economics and a Minor in Business. Prior to joining PKS he worked as a Financial Advisor for SunTrust Investments where he gained valuable experience in banking as well as investments. Steven specializes in portfolio management, retirement planning, financial planning, and holds a FINRA series 7 & 66 securities license.
Steven is excited to join PKS as he whole heartedly believes PKS’ investment strategies truly have nothing except the clients goals and best interests at heart, and looks forward to being associated with a firm that is so well respected in the area.
For more information or to contact Steven, please call 410-546-5600 or email ssweigert@pkscpa.com.
PKS Investment Advisors LLC, with offices in Salisbury, MD, Ocean City, MD and Lewes, DE specializes in retirement and financial planning with a purpose. PKS Investment Advisors are an affiliate of PKS & Company, P.A., a full service accounting firm that provides traditional account and tax services as well as specialized services in the areas of personal financial planning, individual retirement planning, estate and trust services, fraud and forensic services and payroll services.
For information on PKS Investment Advisors LLC call 410-546-5600 or visit our website at www.PKSADVISORS.com.
