Stephen Volk, CFP, CLU, ChFC

Stephen Volk, CFP, CLU, ChFC

Managing Partner

Stephen J Volk, CLU, ChFC, CFP

Mr. Volk set up his private practice in Melbourne, Florida in 2003. He has been in the financial services business since 1972. Before his affiliation as a Registered Representative and Investment Advisor Representative with Lincoln Financial Securities, Steve was a Marketing Vice President with the Acacia Group in Washington, DC and was the Managing Director of their Fairfax, VA Center.

Steve has earned the designations of Chartered Life Underwriter, Chartered Financial Consultant and is a Certified Financial Planner. He is also a LIMRA Leadership Institute Fellow. Steve is a member of NAIFA, GAMA, The Society of Financial Services Professionals and a Qualifying member of MDRT. He has completed the FINRA sponsored Series 7, 24, 53 and 63 examinations.

Phone (757) 920-5756
Mobile Phone (321) 223-2830