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Steve Frederick, Financial Advisor

FINANCIAL ADVISOR
Steve Frederick

CFP®, AAMS™
140 Vann St Suite 300, Marietta, GA 30060opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Business Retirement Plans

About Steve

I became a financial advisor in 2002, after serving 22 years as a naval aviator, finishing my Navy career as the commanding officer of Recruiting District Atlanta. Early in my career in the Navy, a financial advisor provided me with recommendations that changed my financial life. For my second career, I wanted to change people's lives in the same way.

I graduated from the U.S. Naval Academy with a Bachelor of Science degree and earned a Master of Arts in business administration from Webster University. In 2011, I became a limited partner at Edward Jones, and I have earned the CFP®...

Work History

  • Edward JonesMay 2002 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Webster UniversityMaster of Arts
  • US Naval AcademyBachelors

Team Members

  • Namrata Hensley
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Phone

(770) 423-9298

Fax

(877) 222-7142

Office Address

140 Vann St Suite 300
Marietta, GA 30060opens in a new window

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