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Our financial advice team


Steve Lovoy, Financial Advisor serving the Pensacola, FL area - Ameriprise Advisors

Steve Lovoy

Financial Advisor

Coastal Wealth Management
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 4.5 / 5 rating based on 13 reviews
See disclosures

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
  • Cash Flow Management Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Saving for Education

Education

  • University of West Florida, BA Communication Arts

Awards & recognition

  • Ameriprise Circle of Success, 2009,2010

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

  • Member of the local Chamber of Commerce
  • Sertoma

Interests

  • Playing tournament poker
  • Alabama football
  • Working out
  • Walking
  • Racquetball
  • Tennis
  • Traveling