Steve S. Tawadrous, APMA™

As a Managing Partner and independent fiduciary financial advisor at Cornerstone Wealth Group, Steve Tawadrous is legally and personally committed to putting his clients' interests first — not to selling products, but to helping people build financial plans they can actually trust.

Steve began his career in financial services at Fidelity Investments in 2007 as a licensed representative. The 2008 financial crisis shaped the course of his career: he watched firsthand as unprepared investors suffered significant portfolio losses, with many forced to delay retirement altogether. That experience convinced him that most people don't need better luck — they need a clear, honest plan and someone in their corner explaining the "why" behind their choices. It's the reason he became an advisor, and it's still what drives his work today to help individuals and families preparing for retirement or any other life goal.

Steve holds the APMA™ (Accredited Portfolio Management Advisor) designation, along with Series 7, 63, and 65 securities registrations and state Life & Health insurance credentials. He's a graduate of the University of North Texas, where he earned a B.B.A. in Finance.

Outside the office, Steve is a first-generation Egyptian American whose parents immigrated to the U.S. in the late 1970s — an experience that shaped his appreciation for hard work and long-term planning. He's a proud "girl dad" who spends his free time with family, fishing, staying active, and volunteering in his Christian community. He's based in Southlake, Texas.