Steven Douglass has 19 years of banking experience and currently serves as a Vice President, Private Banking Relationship Manager at NB|AZ. Steven takes a very handson, comprehensive approach to delivering financial services, tailoring his advice to greatly benefit his high-net-worth clientele. As a CERTIFIED FINANCIAL PLANNER™, he can address a full range of his clients’ financial needs, such as banking, lending and treasury management. Steven works closely with a team of experienced advisors, taking the time to understand a client’s objectives. Together, they develop comprehensive strategies for certain planning needs, such as cash, credit, and risk management, as well as wealth and fiduciary management.

 

Steven earned his Bachelor of Science in Advertising from NAU, and later earned his Masters of Business Administration from University of Phoenix, and is licensed as a mortgage loan officer.  Additionally, Steven holds his series 7, 63 and 65 securities registrations.

 

Community Involvement

Steven is an active member of the Emerging Business Group of Phoenix and a past member of the Arizona Town Hall Leadership Forum and Ahwatukee Chamber of Commerce. He also has a passion for aiding nonprofit organizations that focus on helping low-income, disadvantaged children.