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Our financial advice team


Steven McDonough, Financial Advisor serving the Dubuque, IA area - Ameriprise Advisors

Steven McDonough

Financial Advisor

StackStone Wealth
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Cash Flow Management Strategies
  • Consulting on potential benefits and risks of IRA rollovers
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Education

  • Bachelor's Degree in Finance - Loras College, Dubuque, IA

Awards & recognition

  • StackStone Wealth, Forbes Best-in-State Wealth Management Teams, 2025

Previous experience

  • Financial Advisor | Wealth Enhancement Group - Dubuque, IA, 2024-2025
  • Financial Planning Consultant | Avantax - Dubuque, IA, 2019-2024
  • Relationship Manager | Gullickson Group - Davenport, IA, 2018-2019
  • Senior Associate | RSM US Wealth Management - Davenport, IA, 2016-2018
  • Trust Officer | First Community Trust - Dubuque, IA, 2011-2016

Interests

I grew up in Dubuque as one of six siblings and feel fortunate to now raise my own family here. My wife, Stephanie, and I have two kids, Amelia and Brooks, who keep life busy in the best way. I enjoy spending time outdoors with my family, traveling, reading a good book, and anything sports related. I played baseball growing up and still enjoy following the game. I picked up golf as a young adult and have built a lot of great friendships. Whether I am with family or friends, I appreciate staying active and making the most of my time.