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Steven D. Brett Achieves Membership in Raymond James Financial Services
2012 Executive Council

Melville, New York, November 29, 2011 - Steven D. Brett, president of Marcum Financial Services and branch manager for Raymond James Financial Services, was recently named a member of the 2012 Raymond James Executive Council. Executive Council honors are presented only to those financial advisors who have demonstrated an extremely high level of commitment to clients through personal service and professional integrity.*

Brett who joined Marcum Financial Services and Raymond James in 2009 has more than 20 years of combined investment and business experience. He helps clients manage the wealth they have already achieved and position their portfolios for future objectives. To accomplish these goals Brett provides clients with a wide array of tailored financial and investment services to help them meet their financial objectives and build their wealth. His clients include families, individuals, business owners and foundations, and his efforts often include coordinating plans with clients’ other professional advisors.

Brett’s experience in the special needs area helps families prepare for the financial future of a loved one living with a disability. In addition, he hosts workshops and seminars for Special Education Parent and Teacher Associations and nonprofit organizations serving the special needs community.

Brett’s diversified background includes spending several years as a lead financial advisor at a leading global financial institution and owning a manufacturing and importing company. 

Brett is a member of the Financial Planning Association of Long Island, the Financial Services Institute, Inc., and the Special Needs Network of Financial Advisors. In addition to his professional affiliations, Brett is a founder of the Jericho Youth Football League and president and founder of the Jericho Jayhawks Booster Association. 

Brett received his Bachelor of Science in marketing from Ithaca College, where he was a member of its Intercollegiate Football Program. He resides in Jericho, New York with his family.

About Marcum Financial Services LLC:
The professionals at Marcum Financial Services LLC help clients achieve financial independence through professional advice, sound risk management, quality investment products and personal, efficient service.  Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Marcum Financial Services is a member of the Marcum Group, the gateway to a group of organizations that provide a variety of professional services including accounting and advisory, technology solutions, recruiting, and wealth management.  These organizations include Marcum LLP, Marcum Technology LLP, MarcumBuchanan Associates LLC, Marcum Search LLC, Marcum Financial Services LLC, Marcum Cronus Partners LLC, Marcum Bernstein and Pinchuk LLP, and Marcum Healthcare LLC.  The Marcum Group and its subsidiaries are independent of Raymond James Financial Services.  For more information about Marcum Financial Services LLC, visit

* Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually.


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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Marcum Financial Services, An Independent Firm

Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC

Investment advisory services at the New Haven, CT office are offered through Raymond James Financial Services Advisors, Inc.

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