Advisor profile


My approach

Steven Ershowsky - 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 Ershowsky - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Insurance
  • Cash Flow Management Strategies
  • Estate Planning Strategies
27
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

Education

  • Juris Doctor, Pace University School of Law, White Plains, NY

Interests

  • Outside of work, I enjoy the outdoors and the challenges that it presents. I started snow skiing a few years ago after a 25 year hiatus and also completed the New York marathon last year.
  • I enjoy spending time with my children and grandchildren. This year my wife and I are taking them to Disney World for the first time.
  • My family appreciates my handyman talents. I have renovated a house, restored a 1968 Mustang Fastback and changed a few lightbulbs.

Community participation

-Board Member for AMI Kids

-Ameriprise National Day of Service

-Member - Rotary of Ft. Myers - Downtown Club

Awards & recognition

  • Five Star Wealth Manager, 2013 - 2017

Professional associations

  • Bonita Springs Chamber of Commerce