Steve Lelli, CWS®

Senior Vice President, Financial Advisor, Branch Manager

CONNECT

Address:

360 SW Bond St. Suite 300
Bend, OR 97702

Phone:

541-312-5825 | 800-899-9882

Our Process

Steve guides his clients through a methodical four-step process:

Step One: Determine Client Needs

To begin, Steve has an in-depth conversation with each client. Every client is unique, so Steve takes the time to learn about each client’s current financial picture as well as their goals and expectations for the future. It’s also important to determine investment objectives (such as growth or income) and the client’s comfort with investment risk.

Step Two: Develop a Plan

Depending on each client’s circumstances, Steve assists with retirement planning and investment portfolio recommendations designed to help manage volatility and risk through diversification while taking advantage of opportunities for growth and/or gains. Through the resources of D.A. Davidson & Co., Steve is also able to provide specialized services such as Estate Planning and Comprehensive Wealth Planning.

Step Three: Implement the Plan

Once the client’s investment decisions are made, the investment portfolio is assembled.

Step Four: Measure and Monitor Results

With their objectives in mind, Steve consults regularly with clients to track investment portfolio performance and keep up to date on any changes that might affect the client’s investment objectives. When changes are warranted or opportunities are evident, Steve discusses the solution choices before making adjustments and the whole process begins again. For Steve’s clients, the result is the comfort that comes from having a plan in place and knowing that a professional is in their corner helping watch over it.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck