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Our financial advice team


Stewart Mc Lauchlan, Private Wealth Advisor serving the Richardson, TX area - Ameriprise Advisors

Stewart Mc Lauchlan

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Harmony Financial Advisory Group
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Employee Stock Options

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • BBA Bachelor of Business Administration, Economics, The University of Texas at Arlington

Awards & recognition

  • Ameriprise Circle of Success, 2003-2018
  • Ameriprise Hall of Fame , 2018
  • Ameriprise Client Experience Award, 2020

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Multiple Sclerosis Society -Board of Trustees

Interests

  • I enjoy spending time with my family and friends.
  • You will often find me in my garden on the weekends.
  • We enjoy annual trips to Mexico.
  • These are the following causes that matter to me:
  • Animal Welfare
  • Arts and Culture
  • Children
  • Economic Empowerment
  • Education
  • Health