Steven J Fortune

As an Edward Jones financial advisor with the CFP® professional designation, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals that we set together.

Whether it's planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones that we care the most for, we take the time to identify each goal and develop the strategy to address it. I also coordinate and work in tandem with other professionals who include CPAs, estate planning attorneys and life insurance specialists and agents to execute needed actions.

My husband, Max, and I are long-term Bloomington residents and love our community. Max is pursuing a PhD at Indiana University. We have two children, Skyler and Ian, who attend Edgewood Junior High School. When we're not busy transporting kids to music lessons and marching band performances we enjoy cooking, gardening, kayaking, hiking and foraging for mushrooms

I am a proud member of the LGBT community and am honored to work for Edward Jones which was awarded a perfect score of 100 by the Human Rights Campaign Foundation's Corporate Equality Index. The Human Rights Campaign Foundation is the educational arm of America's largest civil rights organization working to achieve equality for lesbian, gay, bisexual, transgender and queer people. HRC envisions a world where LGBTQ people are embraced as full members of society at home, at work and in every community.