Fort Myers / Florida / United States
The advisor listed in an Ameriprise financial advisor in Fort Myers, FL. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients. I am a financial advisor with a Chartered Retirement Planning Counselor SM(CRPC®) designation with 23 yearsexperience in the financial services industry. I have experience working with highnet-worth individuals and focus on developing strategies to help clients preserve and grow their wealth over multiple generations while creating a lasting legacy. My approach to wealth management is consultative, objective and committed to excellence. First, I take the time to listen to and review client financial situations, preferences and goals. Second, I offer recommendations for asset allocations designed to reflect each clients income and growth expectations. And third, I follow up with discussions covering a wide range of opportunities, including investments and retirement strategies, estate planning services and philanthropy. My mission is to develop wealth management strategies and proactively monitor them to help give clients the best chance of achieving their goals. I strive to provide clients with premier customer service and robust financial tools to assist them in pursuing their personaland financial goals. I look to act with honesty, integrity and in the best interest of clients. I want each client to be proud to recommend us to family and friends.
