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portrait of Stephanie K Dattilo
FINANCIAL ADVISOR

Stephanie K Dattilo

AAMS™, CRPC™, CRPS™
806 Governors Dr SW Ste 203, Huntsville, AL 35801opens in a new window
Accepting New Clients
CallSend Me a Message

About Stephanie

My primary goal is to help investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to reduce taxes, plan for retirement or make plans for the legacy you want to leave behind, 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...

Focus Areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Employee Stock Options
  • Intergenerational Planning

Work History

  • Edward JonesNovember 2016 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Auburn UniversityBachelor of Science

Personal Interests

  • Volunteering
  • Active Lifestyle
  • Community Outreach
  • History and Museums
  • Spending Time with Family

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 03:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(256) 585-2292

Fax

(888) 366-5426

Office Address

806 Governors Dr SW Ste 203
Huntsville, AL 35801opens in a new window

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