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Steven Fox, Private Wealth Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Steven Fox

Private Wealth Advisor

Heritage Wealth Advisors

An Ameriprise Private Wealth Advisor

38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

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

Education

  • BA in Business Administration from Concordia College

Awards & recognition

  • Heritage Wealth Advisors, Barron’s Top 100 Private Wealth Management Teams, 2021-2023
  • Heritage Wealth Advisors, Forbes Top Wealth Management Teams: Private Wealth, 2023
  • Heritage Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Ameriprise Chairman's Award, 2002-2004
  • Washington's Most Equitable Workplaces, #1 in 2020
  • Washington's Most Equitable Workplaces, #2 in 2019

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

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

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.

My photos

1 albums
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Connect with us

Steven Fox may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

CA Insurance #0L77701

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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