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Our financial advice team


Steven Fox Ameriprise Financial Advisor

Steven Fox

Financial Advisor

Heritage Wealth Advisors
33
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.

Areas of focus

  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Investment Management
  • Employee Stock Options
  • Social Security Retirement Benefits
  • Estate Planning Strategies

Interests

I love spending time with my two wonderful daughters, spending weekends at our Lake Chelan property, working on our 2 classic cars, hunting, and fishing. I also am on the Board of Directors for a great non-profit - Sound Experience.

Community participation

I am a Board Member for the Sound Experience as well as a member in the Mercer Island Rotary

Awards & recognition

  • Ameriprise Chairman's Award, 2002-2004

Education

  • BA in Business Administration from Concordia College
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