Steve Broadbent, Fulcrum Partners Atlanta
Steven Broadbent
Senior Vice President – Retirement

Managing Director and Partner Steve Broadbent’s skill in analyzing and collaborating on the design, funding, and security of nonqualified benefit programs for publicly traded or large, privately held corporations is always in high demand. At Fulcrum Partners, he works attentively with each client, carefully designing effective benefits programs to enable organizations to attract and retain key executive talent while building shareholder value. Steve has nearly 20 years of targeted financial industry experience, and 11 years with AT&T, of which six were spent as Sales Vice President in Los Angeles. After 22 years of U.S. Navy service, he retired with the rank of commander.

  • State of Georgia Board of Community Affairs, appointed by Gov. Brian Kemp
  • Johns Creek Public Safety Foundation – Chairman
  • Development Authority of Fulton County– Director
  • Former Deputy Assistant Secretary for the U.S. Department of the Treasury, appointed by President George H.W. Bush. While serving President Bush, Steve led White House Advance Teams on diplomatic missions throughout Europe and the Middle East
  • Two-time recipient of the Navy’s Meritorious Service Medal
  • Recipient of the Meritorious Service Award from the Secretary of the Treasury
  • Recipient of the Commissioner’s Award, which is the highest honor presented by the Commissioner of the Internal Revenue Service
  • U.S. Navy retired Commander, serving at sea and in Washington, D.C.
Degrees, Certifications, and Registrations
  • Finseca™ Member
  • Series 6, 63, and 65 registered
  • George Washington University, Washington DC, Master of Arts in Public Policy
  • University of North Carolina at Chapel Hill, Chapel Hill, NC, Master in Business Administration
  • John Motley Morehead Fellow
  • University of Virginia, Charlottesville, VA, Bachelor of Science in Nuclear Engineering

Steve Broadbent is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRASIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Dr., Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.
CA License #0C48841

Check the background of this investment professional on FINRA's BrokerCheck

Publications and Presentations

  • With a broad professional background in business, government, and community and volunteer work, Steve brings a diverse spectrum of experiences to every client and project he serves