The advisor listed is an Ameriprise financial advisor in Greenwich. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. As an experienced advisor, I know that everyone' s financial picture is different and that priorities change influenced by life events, time horizon, how they accumulated their wealth and their long and short-term goals. This is particularly true for families with Special Needs members. My goal is to help each client develop a strategy tailored to their unique set of needs and goals. For high net worth clients who are comfortable with their advisor handling their investment decisions, I offer managed accounts that provide full discretionary authority. I completed rigorous training to obtain my Certified Financial Analyst®designation and am authorized to offer full discretionary accounts to Ameriprise clients. My years of institutional experience in the large corporate marketplace provides me with a unique opportunity to help small and mid-size business owners learn strategies for a relatively more sophisticated "best practices" approach to managing their firm's qualified retirement plans. Ameriprise offers a wealth of products and services to address individual needs and goals. Backed by a team of professionals in our corporate office who specialize in everything from tax and estate planning strategies, to insurance and asset management strategies, I have the resources to support all of your financial needs throughout your life.