Steven C. Causey |
Member
Warren, Averett, Kimbrough & Marino, LLC
Vice President
Warren Averett Wealth Management, LLC
Steven Causey joined Warren Averett in 1991 and began working within the Warren Averett Wealth Management division in July of 1999. Steven currently serves as a Vice President of this division and his primary responsibilities include managing the financial services area, which includes investments, financial planning and retirement planning. Steven works closely with the Benefit Consultants division in providing turn-key plan administration and investment solutions to more than 360 benefit plan clients.
Designations and Certifications
- Certified Public Accountant
- Series 7 and Series 66 Securities Licenses
- Accredited in Business Valuation
Education
Birmingham-Southern College
Bachelor of Science degree with a major in Accounting
Continuing professional education in accounting, auditing and tax
Areas of Special Emphasis
- Tax compliance for businesses and individuals
- Estate and financial planning
- Retirement plan investments, design and implementation
- Retirement Plan Assessments / Evaluations
- Employee Communication / Education
Professional Honors & Affiliations
- American Institute of Certified Public Accountants
- Alabama Society of Certified Public Accountants
- Birmingham Estate Planning Council
- Financial Planning Association of North America
