My Approach
Many of my clients are planning for retirement and need to create a personal financial plan to pursue this goal. That's where I can help, by structuring a plan designed to achieve your financial goals.
Our mission is to deliver financial solutions through a tailored approach and a genuine interest in our clients' evolving needs. We help our clients achieve confidence.
Areas of Focus
Small Business
Women's Financial Strategies
Retirement Planning Strategies
Retirement Income Strategies
Investments
Retirement Plan Distribution
Insurance
Domestic Partner Planning
Estate Planning Strategies
Cash Flow Management Strategies
Tax Planning Strategies
Wealth Preservation Strategies
Family Finances
Interests
Staying Active and Being Healthy Through Yoga, Spinning, and Golfing
Attending Music Concerts
Traveling Both Domestically and Internationally
Going to the Beach When Time Permits
Boating in the Gulf of Mexico
Community Participation
American Lung Association - Fight For Air Climb
Goodwill - Clothing Drives
Kiwanis Club Brandon - School Supply Drives
Dress For Success
Ameriprise Financial
13770 58th Street N. Suite 308 Clearwater, FL 33760
Phone:
Company information
A company with integrity.
Integrity has been a core value since we were founded by John Tappan in 1894. It's how, through panics, recessions, the Great Depression and the recent Great Recession, we've grown into a global financial leader. We've never taken a bailout. Never lost our focus on our clients. That's who we are.
We have over $650 billion in assets under management and administration. 1
We are a top-10 provider of mutual funds, financial planning, annuities and insurance. 2
More people come to us for financial planning than any other
company. 3
Our history
Since 1894, we at Ameriprise Financial have been helping millions of clients invest towards their financial goals and dreams.
Our leaders
Part of our strength as a company comes from the strength of our leadership—an experienced and long-tenured team.
Our locations
Ameriprise Financial is headquartered where we were founded: Minneapolis, MN. We also have corporate offices throughout the United States and across the globe, including New York, Boston, London and India.
Our commercials
Our new television ads, featuring Tommy Lee Jones, provide an introduction to Ameriprise Financial.
1 Source: Ameriprise Financial Second Quarter 2011 Statistical Supplement, June 30, 2011.
2 Sources: No.1 financial planning firm in the U.S.: Ameriprise helped pioneer the financial planning process more than 30 years ago. We have more financial planning clients and more CERTIFIED FINANCIAL PLANNERTM professionals than any other company based on date filed at advisorinfo.sec.gov and documented by the CFP Board of Standards, Inc., as of Dec. 31, 2010. No. 2 mutual fund advisory program in assets: Cerulli Edge – U.S. Managed Accounts 4Q 2010 edition, data as of 3Q 2010. No. 5 branded advisor force in the U.S.: Company reports as of Dec. 31, 2010. No.6 variable universal life insurance provider (total assets): Towers Watson, VALUETM Variable Life Survey, as of 4Q 2010. No.7 long-term mutual fund assets in the U.S.: ICI Complex Assets through Dec. 31, 2010. No. 9 variable annuity provider (total assets): Morningstar Annuity Research Center, Variable Annuity Sales and Asset survey, 3Q 2010.
3 Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of December 2010.