Advisor profile


My approach

Steven D Jones - 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.

Steven D Jones - My approach photo

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Wealth Preservation Strategies
  • Saving for Education
  • Insurance
  • Estate Planning Strategies
  • Tax Planning Strategies
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CFS® Certified Fund Specialist
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • B.A. from University of Illinois at Urbana-Champaign in Economics

Interests

  • Regular family outings and travels
  • Sports and sporting events
  • Logic puzzles and crosswords

Community participation

  • Assistant Pastor at my church for over 21 years

Awards & recognition

  • Ameriprise Circle of Success, 2020

Professional associations

  • Member of Eastern Illinois Estate Planning Council

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.