Stephen T Meli

Stephen T Meli

CFP®, CRPC®, ChFC®

Private Wealth Advisor
A private wealth advisory practice of Ameriprise Financial Services, LLC
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Background and qualification information is available at FINRA's BrokerCheck website.

Saving for the future

Whether you’re saving for a major purchase or simply meeting today’s needs, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as ongoing meetings and digital tools to track your progress, I can help you achieve your financial goals and adjust to whatever life brings. 

See how to get started with personalized advice

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My videos

10 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)