Stefan Vulevic Ameriprise Financial Advisor

Stefan Vulevic

Financial Advisor

The Myrias Group

Stefan Vulevic Ameriprise Financial Advisor

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer^™ recognition in:

“Unbiased, puts my interest first”
“Explains things in understandable terms”
“Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

I enjoy spending time with my wife and daughter. We love to travel together and our goal is to visit every continent. Also, I like to watch various sports such as soccer, basketball and football.

Feeding America Southwestern Virginia, Volunteer

3

Years of Experience

Cash Flow Management Strategies
Investments
Intergenerational Planning

Family Finances
Saving for Education
Wealth Preservation Strategies

Bachelor's Degree in Business with Minor in Finance, Roanoke College, Salem, Virginia - 2014

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My Photos(3 photo albums)

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National Day of Service - 2018

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My Videos(12 videos)

Now Playing

Can short-term market swings affect my financial goals?

Can short-term market swings affect my financial goals?

Although market ups and downs can be unsettling, they’re a normal part of investing. Ameriprise Chief Market Strategist David Joy talks about what you can do to play defense against market volatility. ()

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Personalized advice for your unique goals

Personalized advice for your unique goals

We take the time to understand what’s truly important to you. Learn how we can help you achieve your financial goals, today and tomorrow. (1:49)

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Current market headlines: News or noise?

Current market headlines: News or noise?

With an overload of news on market events and conditions, investors often wonder which headlines warrant action and which ones will likely have little impact on their portfolios. Columbia Threadneedle Investments Global Chief Investment Officer Colin Moore offers a grounded perspective on headline news and short-term market events. (0:39)

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How rebalancing helps you weather the market’s waves

How rebalancing helps you weather the market’s waves

Did you know that regular rebalancing can help manage risk and keep you aligned with your goals? Learn more about how it can work for you. (1:50)

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How does the economy affect my investments?

How does the economy affect my investments?

Fluctuations in stock prices and economic activity can make you wonder if they can impact your investment goals. Our Chief Economist Russell Price weighs in on investing and U.S. economic fundamentals. ()

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Like Father Like Daughter

Like Father Like Daughter

Valuable financial advice can be passed on from one generation to the next. Establishing a relationship with the right financial advisor can help you and your loved ones start planning for the tomorro (0:30)

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Ramping up your savings for retirement

Ramping up your savings for retirement

If your income is too high to be eligible for a Roth IRA, we may have an option for you—it’s called a 401(k) to Roth IRA conversion and it may be just the thing you need for increased savings and tax- (2:39)

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Smart charitable giving from your IRA

Smart charitable giving from your IRA

Learn how you could make a donation from your IRA using a Qualified Charitable Distribution (QCD), to support your favorite charity, while also receiving tax benefits. (2:14)

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Why beneficiary designations matter

Why beneficiary designations matter

Did you know the beneficiaries named on your retirement accounts override those named in your will? Learn how to ensure your assets are distributed as you intend while avoiding probate court. (2:23)

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Consider your chances

Consider your chances

There's a lot of chance you encounter along life's journey. If you're not planning for chance, chances are you're risking your financial future. (4:00)

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3 financial tips from happy couples

3 financial tips from happy couples

Watch our video to find out how couples can achieve financial harmony (2:32)

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The secure site on ameriprise.com

The secure site on ameriprise.com

Watch our video for an introduction to the secure site and learn more about working with your advisor online. (2:00)

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