
Financial Advisor
New London/Norwich, Connecticut Area

Financial Advisor
New London/Norwich, Connecticut Area
As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.
We live in a fast-paced, constantly changing world. One of my responsibilities is to help my clients maintain their financial focus, so that they can achieve the things that are important to them and their families. My staff and I work diligently to provide our clients with a high level of quality in financial planning, advice and service.
Specialties
* Investment Advice
* Income Tax Planning Strategies
* Retirement Planning Strategies
* Small Business
* Protection and Insurance
* Estate Planning Strategies
* Family Planning/Family Changes
* Saving for Education
* Asset Allocation
* General Financial Planning
I am licensed and registered to conduct business in CT, RI, MA, VT, SC
(Public Company; AMP; Financial Services industry)
February 2005 — Present (4 years 10 months)
(Public Company; Facilities Services industry)
1996 — 2005 (9 years )
(Automotive industry)
1992 — 1996 (4 years )
Truck Caps and accessories
2003 — 2005
B2B