My Approach

Steve Tawadrous - My approach photo
What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:

  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Steve Tawadrous - My approach photo

Interests

  • Spending time with family
  • I love bass fishing
  • I enjoy volunteering at my church
  • I'm a sports fanatic
  • I play in a flag football league
  • I enjoy doing yard work

Community Participation

Volunteer for American Cancer Society

Member of Denton Chamber of Commerce

Member of Private Water Fishing Club

13
Years of Experience ?

Areas of Focus

  • Investment Management
  • Estate Planning Strategies
  • Charitable Giving
  • Insurance
  • Business Retirement Plans
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Saving for Education
  • Tax Planning Strategies

Awards & Recognition

  • Five Star Wealth Manager, 2017, 2018, 2019

Education

  • University of North Texas - Bachelor of Business Administration in Finance

Previous Experience

  • Financial Advisor, JPMorgan Securities LLC, 2013-2016, Dallas, TX
  • Financial Advisor, New England Financial, 2010-2013, Dallas, TX
  • Financial Representative, Fidelity Investments, 2007-2010, Southlake, TX

Files for Download

My Videos(6 videos)

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