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Location:
Melbourne, FL
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LOCATION INFO
4865 North Wickham Road
Suite 108
Melbourne, FL 32940
Phone: (321) 751-6162
Toll Free: (877) 751-6162
Fax: (321) 751-6169
ABOUT THIS LOCATION
The Mutual Fund Store in Melbourne serves the areas of Palm Bay, Viera and The Beaches to help clients meet their financial goals. Through a personalized investment plan, we can assist you with a 401(k) rollover to a professionally managed account, saving for a child’s education or developing a retirement strategy.
Steve Crossett
Senior Investment Advisor
Joined The Mutual Fund Store in 2007. Began his career in the financial services industry in 1993.
Successfully completed the Series 65 license administered by FINRA.
Earned the distinction of Chartered Mutual Fund Counselor (CMFC®).
B.S. in Economics and Finance from University of West Florida.
Hometown is Dunedin, FL.
Married to Fane. They have two children, Emily and David.
Hobbies include golf, movies and politics.
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