Joel R. Stevens, II is a Senior Managing Director and is responsible for the Miami, Tampa and West Palm Beach offices. Mr. Stevens joined the firm in 1994 as a private client associate; he became a financial advisor in 1996 and was appointed Principal in 2000. Most recently, he was the managing director of the Tampa office from 2004 through 2007. Previously, he was an associate in the private client group at Mid-Atlantic Companies, Ltd., a national financial consulting company. Mr. Stevens earned a BS in applied economics from Cornell University. He is a member of the Young Presidents’ Organization, the Economic Council of Palm Beach County and the Place of Hope Planned Giving Council; in addition, he is a corporate partner member of the Kravis Center for the Performing Arts.
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