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Our financial advice team


Steven Healey, Financial Advisor serving the Norwood, MA area - Ameriprise Advisors

Steven Healey

Financial Advisor

The Woerdeman Financial Group
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 6 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

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Insurance

Education

  • University of Vermont, Bachelor of Science 1984

Previous experience

  • Financial Advisor, Mutual of Omaha Investor Services, Omaha, NE, 2011-2015
  • Managing Principal, LPL Financial Corporation, San Diego, CA, 2006-2010
  • Branch Manager, Commonwealth Financial Network, Waltham, MA, 1998-2006
  • District Manager, American Express Financial Advisors, Minneapolis, MN, 1989-1998

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Community participation

“For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.”

  • Beyond the Yellow Ribbon

Interests

  • Avid Boston Red Sox and New England Patriots Fan
  • Gourmet Cooking
  • Musician in a Bluegrass Band and a Classic Rock Band
  • Singer-Songwriter
  • Woodworking and Furniture Building
  • Traveling