Steven Dull

Steven Dull

First Vice President

(814) 285-9061 – EmailLinkedIn

EDUCATION: 

Penn State University

LICENSE(S):

Series 7, Series 63, Series 65, Series 66

Steven Dull has served as a financial advisor for more than ten years, helping individuals and businesses develop investment strategies tailored to their long-term goals. Whether clients are planning for retirement, saving for education, or seeking to reduce taxes, Steven works closely with them to create personalized financial plans designed to meet their specific needs.

Before joining Boggs & Company, Steven spent ~ten years as a Financial Advisor with Edward Jones, where he worked one-on-one with clients to identify priorities, clarify goals, and develop tailored strategies using a disciplined process. Earlier in his career, he served as an Advertising Sales Representative at the Bedford Gazette, helping local businesses design and implement effective marketing campaigns to drive growth.

Steven believes that understanding what matters most to each client is essential to guiding them toward long-term financial success. He is committed to building strong, face-to-face relationships and providing clients with clear, informed guidance every step of the way.

A Bedford native and 2009 Bedford High School graduate, Steven earned his bachelor’s degree in political science with a minor in finance from Penn State University. He continues to reside in Bedford with his wife, Lindsey, his son, Hudson, and his stepdaughter, Avery.

Steven is actively involved in the Everett community, including through the Everett Area Better Business Association (EABBA), and is passionate about helping local families and businesses thrive.

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Wealth management strategies to grow, preserve and transfer wealth.