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Our financial advice team


Steve Lovoy Ameriprise Financial Advisor

Steve Lovoy

Financial Advisor

Franchise Owner
Teal Wealth Management
26
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

  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Investments
  • Retirement Planning Strategies
  • Insurance
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Saving for Education

Interests

  • Reading
  • Working out
  • Racquetball
  • Tennis
  • Traveling

Community participation

  • Member of the local Chamber of Commerce
  • Sertoma

Awards & recognition

  • Ameriprise Circle of Success, 2009,2010

Education

  • University of West Florida, BA Communication Arts
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