About
Steve Seimears is a Private Client Officer with nearly 30 years in financial services. He began his career in 1998 as a Financial Advisor and has advised individuals and families on investment planning and risk solutions. Steve later served as a Private Banker from 2014–2019 before joining ICCU Private Client in 2019. He is known for a thoughtful, relationship-driven approach and for coordinating strategies that align banking, lending, and long-term financial planning.
Your Officer at a Glance
Here’s what you can count on when working with your officer.
Experience
- Financial Advisor, PaineWebber
- Experience at Smith Barney and Merrill Lynch
- Private Banker, Wells Fargo
Financial Solutions
- Dedicated Private Client Officer/Banker and support team
- Customized lending solutions for complex borrowing needs
- Preferred pricing and relationship-based rates on eligible deposit and loan products
- Deposit, cash-management, and liquidity solutions
- Coordination with wealth management and insurance partners
Credentials
- Licensed Securities Agent (FINRA Series 7)
- Licensed Securities Agent (FINRA Series 63)
- Investment Adviser Representative (FINRA Series 65)
- Insurance licenses
