Market Watch

September 09, 2010 @ 08:34 AM

Dow Jones Industrials 10,387.01+ 46.32
Nasdaq Composite 2,228.87+ 19.98
S&P 500 1,098.87+ 7.03

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AXA

Discipline and Trust for the Long Run

Thanks for visiting my web site. Whether you are one of my wonderful clients or just visiting for the first time, I hope you find something useful. I always appreciate feedback so press the contact link to send me a note.


I was born in Washington, DC and grew up in Bethesda, Maryland. I obtained a BS in Mechanical Engineering from Cornell University in 1984.   From there, I worked as Captain in United States Air Force to help purchase F-16 Fighters in Dayton, Ohio, while also obtaining an MBA from Wright State University in 1987.


My family and I moved to Cary, NC in 1991 where I initially worked as an entrepreneur with a small RTP Development Company for 5 years in the early 1990s. In 1996, I joined Nortel Networks working in Finance and Product Management. In 2002, I was fortunate enough to join AXA Advisors earning such accolades as Financial Advisor of the Year in my peer group for 2003, 2005, and 2006. 


My wife LaVonda and I have 3 wonderful children and numerous pets. I am very active in the community, serving on the YMCA Cary Branch Advisory Board for 10 years. Currently. I am helping coach soccer, volleyball, and swim meets and also enjoy biking and racquetball.


My diverse experience has made me very well suited for my current (and final) profession. Having worked with large and small companies, public and private, I have shared many of the everyday  problems my clients now face.  My goal is to establish long term working relationships with my clients.


The financial services include general investing, college funding, retirement planning, and insurance planning related to life, health, disability and long term care. I also assist with estate and tax planning working with numerous local lawyers and accountants.

AXA Advisors does not provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular circumstances.

Newsletters

Stocking Up on Cash: Scared or Prepared?

Having enough cash to make it through an illness, injury, job loss, or other financial emergency can help you avoid taking on debt or tapping your retirement assets.

Protection for a Price

Variable annuities give contract holders the ability to purchase guarantees to help protect against downside risks.

The Return of the Initial Public Offering

After a drought of initial public offerings over the past few years, the IPO market finally began to perk up in the second quarter of 2009.

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

More Newsletters →

Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Lease Payment

How much would your monthly lease payment be?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators →

Contact Info

Phone: 919-316-1300 ext. 28

steven.siegel @axa-advisors.com

Local Office | Branch Office

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