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Steven Welch

Advisor Image
Steven Welch
Financial Advisor
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Part of the Advocate Wealth Advisors practice
Tax Efficient Planning
Retirement Planning
About Steven Welch

I am passionately committed to serving my clients' well, and providing thoughtful, personalized strategies, designed to align with each individuals goals, values, and long-term financial security.

In the Community
In the Community

Growing up as the son of an insurance agent in the Chicagoland area, I learned early on the importance of having a clear plan for life. My dad often reminded me, “How many times do you get in a car without a destination?” The answer, of course, is never, yet so many people go through life without one. That lesson became the foundation of my lifelong passion: helping people find their direction and purpose.


For the past 14 years, I’ve carried that passion into my work in the Financial Services industry, where I help clients align their money with their values. Guiding individuals and families toward financial confidence and purposeful living especially within the Christian community across Pinellas County and beyond, is the most rewarding part of what I do.


Outside the office, I’m blessed to share life with my incredible wife, Christine, and our four beautiful daughters who keep us both busy and grateful. Family time is my greatest joy. I’m also deeply committed to ministry, serving as the Assistant Children’s Supervisor for Bible Study Fellowship in St. Petersburg, and together with Tina, leading a family-focused Bible study at Our Savior Lutheran Church.


When time allows, you’ll find me enjoying football, good food, golf, and time outdoors. I am grateful for the blessings of faith, family, and community.

My qualifications
  • Bachelors of Business Administration/Management, St Petersburg College
  • Series 6 - Investment Company Products and Variable Contracts Limited Representative
  • Series 7 - General Securities Representative
My state licenses
  • Florida
  • Illinois
  • North Carolina
  • Ohio
  • South Carolina
  • Tennessee
  • Virginia

Insights

Financial planning for millennials: A comprehensive guide
Financial planning for millennials: A comprehensive guideDoes it feel like every financial goal is competing for the same dollars? This guide offers 7 ways to prioritize your money and make progress toward what matters most. ⬇️ Let’s talk about what’s competing for your attention and how we can build a financial plan to address it.
Your super catch-up window is here
Your super catch-up window is hereBetween ages 60 and 63, you may have an exclusive opportunity to contribute more to your retirement through the super catch-up provision. This means you can: • See if you qualify and how much extra you may be eligible to contribute. • Understand the factors that may influence this decision. • Evaluate if contributing more—or another strategy—makes the most sense for your goals. Learn more about how this limited-time option could help you make the most of your retirement savings if this option is available to you. ⬇️
It’s not too late to strengthen your income strategy
It’s not too late to strengthen your income strategyIncome, taxes, Social Security and withdrawal decisions all play a role in retirement. Understanding how these factors connect can help you feel more confident about what you can spend—and how long your money may last. Before required minimum distributions begin, discover how your savings can turn into income to help you make the most of what you've worked hard to build. ⬇️
Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations