Advisor profile


My approach

Steven F Taylor - My approach photo

What you can expect when you work with me

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 F Taylor - My approach photo

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Investment Management
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
28
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
  • ChFC® Chartered Financial Consultant®

Education

  • Bachelor of Science, Finance, University of South Florida, Tampa, FL

Interests

  • Golf
  • Member of Bay Life Church

Community participation

  • Guardian Ad Litem Volunteer