Stephanie Dattilo, Aams®, Crpc®, Crps® Email & Phone Number

My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to save for a child’s college education, reduce taxes or plan for retirement, I can help.I earned my BS from Auburn University. I've lived in Huntsville since 1980 and have been active in business and civic affairs here for quite some time. I also hold General Securities Representatives (Series 7), Uniformed Combined State Law Examination (Series 66) and life and health insurance licenses. I've volunteered extensively within the school system and local nonprofits for the past 15 years. My current goal is to focus more on literacy and strengthening families here in the Tennessee Valley.I have two children that both attend UAH. My son has a double major in business and music, and my daughter is pursing a degree in nursing. I love animals and our family is home to a golden retriever, a lab and two cats. Our newest addition is a tiny mutt puppy named Moose. My extended family also includes my clients. When you meet me, you will quickly see that I'm definitely a people person. The emphasis in my practice is on getting to know you, so I can help you reach your goals and take care of you family. Are you expecting your first baby, or your first grandchild? Are you opening a business or ready to retire? Wherever you are in life, I can help.A generous segment of my business is devoted to women investors. As a former teacher, I focus on educational outreach. The many educational seminars that I teach are a great way to share my passion for investing with others. I enjoy sharing what I have learned about the financial world with my community. 401k plan administration is another focus. I help everyone from small, one-owner start-ups to companies with hundreds of employees make sure their plans are efficient and effective, and that they are hitting all the goals their plan was designed for.I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Listed skills include Event Management, Account Management, 401K Options, Asset Allocation Strategies, and 12 others.

• Financial Advisor

  Edward Jones

  Jul 2017 - Present - Huntsville, Alabama Area

  We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their business and their lives.At Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology supporting our office so that… Show more We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their business and their lives.At Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals. Show less