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Steve Tawadrous, Financial Advisor serving the Arlington, TX area - Ameriprise Advisors

Steve Tawadrous

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Kuttin Wealth Management
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.6 out of 5 rating based on 11 reviews

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

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Small Business
  • Business Retirement Plans
  • Saving for Education
  • Retirement Income Strategies
  • Insurance
  • Charitable Giving
  • Wealth Preservation Strategies

Interests

  • Spending time with family
  • Active lifestyle
  • I love bass fishing
  • Community participation
  • Sports

Awards & recognition

  • Five Star Wealth Manager, 2017-2019
  • Kuttin Wealth Management, Barron’s Top 100 Private Wealth Management Teams, 2021

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠

Education

  • B.B.A Finance, University of North Texas

Previous experience

  • Financial Advisor at JPMorgan Securities, 2013-2016
  • Financial Advisor at New England Securities, 2010-2013
  • Investment Consultant at Fidelity Investments, 2008-2010