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Biography
STEVEN M. WHITE
STEVEN M. WHITE


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I am an experienced investment professional and have been helping individuals and businesses with their finances since 1976.  Trust and ethics are two principles I strongly believe in and are an integral part of my practice.  I use a hands on approach to helping individuals achieve their financial independence, taking into consideration their time horizon and risk tolerance.
Helping employers set up Retirement Plans, such as: 401-K Plans, Profit Sharing Plans, Cash Balance Plans, Defined Benefit Plans, 412-I Plans, and Simple IRA Plans is a significant part of my business.

Through the years, I have been active in the community in various ways: teaching church school, coaching baseball, basketball, and soccer, plus being involved in the Indian Princess Program through the YMCA.  I have been an officer of a local soccer association, president of my homeowners association, and president of a golf league that I founded.

In addition to the above, I have been president of my fraternity alumni association and an officer of the MassMutual Agents Association.  I am currently a member of the GMAR, GFACC, HBA of S.E. MI, MBPA, NAHU, NAIFA and NFIB.

My wife Gail, and I have been married for over 30 years and have grown twins.  In my free time, I enjoy reading, traveling, relaxing on the beach, scuba diving, kayaking, boating, hiking, snowshoeing, and various other outdoor summer/winter sports with my family and friends.

Preparing for that next step in life isn’t always easy.  My combination of experience, professionalism and access to a wide variety of products and services can help you to meet your financial goals, estate strategies and insurance needs.  Whether your goals include preparing for milestone life events like college or retirement, or whether you’re simply looking for life, disability income or long-term care insurance protection, I am here to help you meet them.


Steven M. White is a registered representative of and offers securities and investment advisory services through Innovation Partners LLC. Member of FINRA/SIPC. Office of Supervisory Jurisdiction: 5950 Fairview Road, Suite 806, Charlotte, NC 28210. Phone: (704) 708-5461 Fax: (980) 265-1555 www.innovationpartnersllc.com
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 Securities and Investment Advisory Services are offered through Innovation Partners, LLC (IPLLC). Member of FINRA/SIPC. IPLLC is a Registered Investment Advisory Firm with the SEC under the Investment Advisor Act of 1940, and a registered Broker Dealer. 
Steven M. White is a Branch Manager, Registered Representative and Investment Advisor Representative of Innovation Partners, LLC.
Office of Supervisory Jurisdiction: 5950 Fairview Road, Suite 806, Charlotte, NC 28210
Phone: (704) 708-5461 Fax: (980) 265-1555
 


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