Steven “Dave” Filo is a financial advisor with a focus on holistic financial planning for individuals, families, and small businesses. Dave has been in the financial services industry since 2003. Dave holds FINRA series 7, 65 and 63 registrations through LPL Financial as well as licensed for life, health, and disability insurance.
As a graduate of Western Maryland College (now McDaniel College) in 2003, Dave received his BA in Business Administration and Economics. He later completed his MBA from the University of Baltimore and Towson with a concentration in finance and management. During his time at Mc Daniel, he was a four-year starter on the men’s soccer team and captain his senior year. He also completed a financial planning internship his senior year at Legg Mason (now Morgan Stanley) in Baltimore, MD.
Dave lives in Anne Arundel County in Crofton, MD with his wife and three children. He is a veteran of the United States Air Force and stays active in his community by coaching his children in travel sports.