Broker Check

Meet the Team

Carol Whitlow

Carol Whitlow

Office Manager and Client Services Associate

941-491- 2110

Charlotte  Apfelbaum

Charlotte Apfelbaum

Client Services Associate

941-491-2110

Shelly Steiner

Shelly Steiner

Attorney and Client Services Associate

941-491-2110

Vito   Bavaro

Vito Bavaro

Attorney and Client Services Associate

941-491-2110

Client Focused

Steiner Wealth Management is a fiduciary that puts each client’s best interest first and understands that every client’s situation is unique.  Steiner Wealth Management offers a family office approach, which means that Steiner Wealth Management aims to be a single point of contact for all financial issues that clients face.