Steven Muzzey

Steven L. Muzzey, CFP®, serves as an Associate at Capital Investment Services of America, Inc. in Milwaukee, WI. In this role, he manages a range of operational functions, supports portfolio management, and provides advisory services to clients as a Registered Investment Advisor representative. His key responsibilities encompass client service and involvement across internal processes critical to portfolio administration and investment execution.

Steven focuses on delivering advisory and operational expertise for clients invested in a variety of public market asset classes, with a broad perspective across equities and fixed income. While detailed sector specialization is not publicly listed, his role necessitates a strong grasp of all portfolio components handled by the firm, ensuring high standards in implementation and ongoing client support.

He joined Capital Investment Services in 2022 after completing a B.S. in Personal Finance, majoring in Economics, at the University of Wisconsin-Madison. Steven is a CERTIFIED FINANCIAL PLANNER™ and has prior experience in operational, analyst, and client-facing positions, providing a well-rounded foundation for his advisory work.