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Stephen M
Series 65, Series 63
Zanesville, OH
Ameriprise
Stephen Mcelroy is a financial advisor with Ameriprise Financial Services who holds Series 65 and Series 63 licenses and has 33 years of industry experience. He previously worked at Alpha Financial Planning, Inc. for seven years before joining Ameriprise in 2020. Outside of his advisory role, he is involved in managing a cattle farm and serves as president of the Quarry Place Owners Association board. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.
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