Steven C. Causey

Steven C. Causey

Steven Causey has been with Waverly Advisors since 1991, is a Partner, and is a Wealth and Retirement Plan Advisor.

His primary responsibility is managing 401k Complete, the firm’s bundled retirement plan service. Steven works closely with clients in providing turn-key plan administration and investment solutions for their retirement plans, and is a member of the Investment Committee. He is also a member of Asset Management’s Executive Committee. Steven is a graduate of Birmingham-Southern College where he received a Bachelor of Science degree in Accounting, and he also holds his Series 65 Securities License. Steven resides in Vestavia Hills with his wife and their three children.

Education

  • Bachelor of Science in Accounting Birmingham-Southern College, Birmingham, AL

Professional Affiliations

  • Financial Planning Association of North Alabama
  • Estate Planning Council

Community Involvement

  • Brookwood Baptist Church: Deacon, Youth Ministry Team, Youth Sunday School Teacher and Member of Finance Committee
  • Vestavia Hills Soccer Club, Past Board Member
  • Vestavia Swim Association, Past Board Member

Ask Me About

  • How to design an efficient corporate retirement plan
  • Different types of fiduciaries related to retirement plans
  • The specifics of comprehensive personal wealth management
  • My adopted children in Africa
  • My construction experience building churches around the country
  • Selling ladies’ shoes and how it changed my life

 

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