“Successful investing is truly measured, not by gains, losses or any other tangible results, but rather the peace and security it provides. Everyone will have a varying definition of success and it is our job to definitively understand this.”

Steven L. Floyd has been in the financial arena for over 25 years. He has held various positions such as CFO, Banker and most recently, Principal with Retirement Wealth Advisors, Inc., a SEC Registered Investment Advisory firm.  Prior to joining RWA he was President of his own advisory firm and tax consulting business.

He currently is licensed with a Series 6, 63 & 65 and is Investment Advisor Representative. In addition to managing a small group of individual and Institutional client portfolios, he has assisted many others with complex tax, financial and estate planning issues.