Skip to main content

Our financial advice team


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

Stewart Mc Lauchlan

CFP®, CRPC®, APMA®, RICP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Harmony Financial Advisory Group
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 1 reviews

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

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

Awards & recognition

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

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • RICP® Retirement Income Certified Professional®

Education

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

Community participation

  • Multiple Sclerosis Society -Board of Trustees