D: 205.769.3205 | F: 205.979.6313
2500 Acton Road | Birmingham, AL 35243
StevenCausey has been with Warren Averett since 1991 and has served as Vice President of Warren Averett Asset Management since its inception in 1999. 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 three children.

Education

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

Professional Affiliations

  • Financial Planning Association of North Alabama
  • Estate Planning Council
  • American Institute of Certified Public Accountants
  • Alabama Society of Certified Public Accountants

Community Involvement

  • Brookwood Baptist Church Deacon, Youth Ministry Team and Past Member of Finance Committee
  • Vestavia Youth Sports Volunteer
  • Vestavia Hills Soccer Club, 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