Delanoye Strategies Speakers | Steve Abramowicz

Biography

Steven “Steve” Abramowicz is a seasoned financial planner and fiduciary advisor with over 30 years in wealth management. Based in Franklin, TN, he leads Mill Creek Financial Partners, specializing in retirement plan distribution, sustainable investing, estate planning, and small-business finances. A University of Southern California alumnus (B.S., ’93), Steve holds prestigious credentials including CFP®, CFA®, ChFC®, AIF®, and more—underscoring his commitment to high ethical standards and client-focused planning. He began his career in corporate banking and institutional trading, later advancing to senior leadership positions at Morgan Stanley and UBS before joining Ameriprise.

Speaking Topics & Booking Fit

Steve excels as a speaker at:

Retirement planning & wealth distribution – strategies for individuals and plan sponsors‍
Sustainable & responsible investing – aligning portfolios with values
Estate planning & legacy strategies – advanced family wealth transfer
Small-business financial strategy – growth, ownership transition & succession
Multigenerational financial literacy – engaging families in financial education
Behavioral finance & fiduciary responsibility – ethical, client-centered wealth management

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