BEST-IN-STATE WEALTH ADVISORS, 2018 by Forbes Magazine
We are honored and thankful to serve each of our clients and their families now and in the future - and we're excited to share that Kris Kasturi has been recognized by Forbes on the Best in State Wealth Advisors for 2018, an honor awarded to a select group of advisors for quality of service and success in business and ethics.
The list recognizes financial advisors who have demonstrated high levels of ethical standards, professionalism and success in the business. CONGRATULATIONS!
WEBINAR RESCHEDULE!
Join us on October 22nd for an exclusive webinar presented by Think2Perform. See the invitation below for more information and visit our website!
https://www.ameripriseadvisors.com/team/florida-wealth-planning-group/events
Join us for this informational webinar presented by T. Colin Campbell Center for Nutrition Studies
https://www.ameripriseadvisors.com/team/florida-wealth-planning-group/events/
Coffee is produced locally, consumed daily and today, it’s celebrated globally. Go ahead, have another cup!
Staying focused amidst uncertainty can help you reach your future financial goals.
Consider five factors that could influence stock prices in the final quarter of 2020.
Tax-loss harvesting may help lower your tax bill, but is it the right strategy for you and your goals? We can consult with your tax professional and evaluate your situation.
AMERIPRISEADVISORS.COM
A smart tax strategy for stocks
Has the pandemic caused you to overspend online? These strategies may help.
CNBC.COM
Shopping too much online? Here's how to cut back
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
Please join FWPG in welcoming its newest advisor, Dennis Lott. He will be working out of our Orange Park office and we are so lucky to have him as a new addition to this team!
Wondering what to do with a 401(k) from a former employer? Together, we can assess your options and determine the best plan of action for you and your goals.
CNBC.COM
If you left or lost your job, here is what you can do with your 401(k)
Americans who receive Social Security benefits will see a 1.3% cost-of-living adjustment in 2021.
CNBC.COM
Social Security cost-of-living adjustment will be 1.3% in 2021
Today marks #BossDay! Today is a day to celebrate and appreciate your bosses, past and present. Take a look at what the FWPG team had to say about past lessons learned, their bosses and what their favorite thing about being a boss is below:
Whether you’re saving for a new home for a growing family or just for retirement, you may need to change up your savings strategy in the era of low rates.
MARKETWATCH.COM
The Fed plans to keep interest rates low for years — here’s how you should approach your savings strategy now
Together, we can track your progress and update your strategies as circumstances change. Let's work to keep you moving toward your goals, in any market conditions.
The time to stress about the markets is never. We can help you navigate today’s changing markets to reach tomorrow’s goals.
YOUTUBE.COM
Maintaining Financial & Investment Confidence | Ameriprise Financial
“Love one another. We don't need more instructions; we need more examples.”
– Bob Goff, author of Love Does
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
Trends in COVID-19 infection rates, consumer/business activities and fiscal stimulus are critical drivers of the economy and markets near term.
AMERIPRISEADVISORS.COM
A pragmatic, pre-election view of the market
Prospects for a new round of fiscal stimulus have been a key catalyst for increases in the 10- and 30-year Treasury yields since the lows of August. Treasury rallies during equity market sell-offs have contributed to the saw tooth fluctuations. #AmeripriseResearch
National Retirement Security Week is a great time to begin planning for your retirement or to update your existing plans. What are you looking forward to in retirement?
Wishing you a safe, fun and spooky Halloween!
Hope you are all safe and enjoying your week!
Please join us in welcoming our newest addition to the FWPG family, Britt Barr. He will be working out of our Seminole office and we cannot wait for what the future holds!
Are you saving your cash for college in the most efficient way possible?
REALSIMPLE.COM
4 in 10 Parents Saving for College Are Making This Really Expensive Mistake
Are you one of the many adults in the “sandwich generation” that have responsibilities for both children and aging parents? Together, we can help you navigate your situation and help you build a balanced portfolio.
Medicare open enrollment runs from Oct. 15 to Dec. 7. These tips can help you choose your coverage and get the most out of open enrollment.
AMERIPRISE.COM
Guide to understanding Medicare open enrollment
This month, let’s talk about planning for long-term care, an important but often overlooked aspect of retirement.
Does your portfolio align with your financial goals? Here’s what to look for in your employer’s savings plan.
AMERIPRISEADVISORS.COM
401k in-service withdrawals
A vital part of financial management is being prepared for what happens to your assets when you’re gone.
After voting for president, there are crucial decisions at the bottom of your ballot that could have big impacts for your finances and community.
TIME.COM
Your Money Is on the Ballot, Too. Here's What to Look for After Casting Your Vote for President
Why worry about tomorrow when you can plan for it? Personal financial advice can help.
Today is World Kindness Day! Check out the many acts of kindness the FWPG team has witnessed and done throughout the years.
#WorldKindnessDay #BeKind
With socially responsible investing, you can make a positive impact with your dollars. Let’s discuss if ESG investing is right for you and options that support your long-term goals.
CNBC.COM
Sustainable investing is surging. How to decide if it's right for you
This Veteran’s Day, we express our gratitude to all the men and women who’ve served in the U.S. Armed Forces. Thank you for your service.
Communication can go a long way when it comes to estate planning. Whether you share dollar-to-dollar details or a high-level picture, sharing your plan with your family can prevent future conflict.
CNBC.COM
What to tell your adult kids when planning your estate
Keep an eye on the future with financial advice, focused on you.
Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations?
FORBES.COM
Best Ways For Grandparents To Teach Grandkids About Money
Reduce your expenses, focus on your total portfolio, and other tips for boosting retirement income in the era of low interest rates.
KIPLINGER.COM
Boost Your Retirement Income in 3 Steps | Kiplinger
Working toward your long-term financial goals starts with making the next right move.
It’s a challenging market for homebuyers, but this guide can help you navigate the homebuying process.
AMERIPRISE.COM
5 financial steps for home buyers
Are you scaling back your Thanksgiving celebration this year? Here’s some tips to celebrate simply – and safely – this season.
MARKETWATCH.COM
19 ways to throw together a smaller, no-fuss Thanksgiving dinner at the last minute
Emerging markets may offer opportunities in a diversified portfolio. Let’s discuss solutions based on your financial goals.
AMERIPRISEADVISORS.COM
2 key considerations for emerging market investments
Happy Thanksgiving! While 2020 has been a challenging year, it’s also shown us how much we still have to be grateful for. What are you thankful for?
A new U.S. president will have many existing concerns including the pandemic. Here are potential market impacts of these and other factors.
AMERIPRISEADVISORS.COM
What's next for investors?
For LGBTQ couples, financial obstacles are sometimes unique. Let’s make sure you have a strategy that supports your goals.
CNBC.COM
For the LGBTQ community, family brings extra benefits and costs
Holiday shopping can be a great opportunity to teach children about saving money for gifts and other financial goals.
How will you give back this holiday season?
It can be a tough balance to strike – providing for your children while also assisting in their journey to financial independence. Here are some tips on helping them navigate their road to self-sufficiency.
KIPLINGER.COM
How to Not Financially Paralyze Your Children | Kiplinger
If you’ve changed jobs recently, we can help you decide how to manage retirement savings from your previous employer.
AMERIPRISEADVISORS.COM
Options for your retirement assets after a job change
Divorce after age 50 – sometimes called gray divorce – may present a unique set of challenges. A well-informed plan can ease your transition to and help protect your financial future.
KIPLINGER.COM
Gray Divorce: Amicable Terms for Your Finances | Kiplinger
Increases in online shopping usually lead to increases in online fraud attempts. Learn how to protect yourself from scammers this holiday season.
TIME.COM
Holiday Shopping Means Fraud Is on the Rise. Here’s How to Stay Protected
What could policy changes and the pandemic mean for your portfolio in the near term? Ameriprise market and economy experts summarize the current landscape.
AMERIPRISEADVISORS.COM
What's next for the U.S. economy and stock market?
Which 2020 learnings should you consider for your 2021 portfolio? A summary of the markets at year-end from Ameriprise Chief Market Strategist Anthony Saglimbene can help.
AMERIPRISEADVISORS.COM
Reflections on the 2020 stock market
While the makeup of Congress remains uncertain, we believe it’s important to maintain pragmatism in this fluid environment. We remain committed to helping you navigate the near-term conditions.
AMERIPRISEADVISORS.COM
Policy implications: economy, markets and taxation
A lot has happened in the past year. Let’s talk about any factors that may have affected your retirement plans, discuss updates and ensure sure you’re on track.
AMERIPRISEADVISORS.COM
5 factors that impact your retirement income
Are you protecting yourself online? Learn three of the most common types of cybercrime, and how you can stay safe.
AMERIPRISEADVISORS.COM
Identity theft: What you need to know
Give a gift that can make a difference long into the life of a child – a head start on growing their finances.
MONEY.USNEWS.COM
8 Great Financial Gifts for Kids
What could policy changes and the pandemic mean for your portfolio in the near term? Ameriprise market and economy experts summarize the current landscape.
AMERIPRISEADVISORS.COM
What's next for the U.S. economy and stock market?
Which 2020 learnings should you consider for your 2021 portfolio? A summary of the markets at year-end from Ameriprise Chief Market Strategist Anthony Saglimbene can help.
AMERIPRISEADVISORS.COM
Reflections on the 2020 stock market
Wishing you a very Happy Holidays!
What are your financial goals for 2021?
A lot has happened in the past year. Let’s talk about any factors that may have affected your retirement plans, discuss updates and ensure sure you’re on track.
AMERIPRISEADVISORS.COM
5 factors that impact your retirement income
Are you protecting yourself online? Learn three of the most common types of cybercrime, and how you can stay safe.
AMERIPRISEADVISORS.COM
Identity theft: What you need to know
Give a gift that can make a difference long into the life of a child – a head start on growing their finances.
MONEY.USNEWS.COM
8 Great Financial Gifts for Kids
Wishing you a very Happy Holidays!
What are your financial goals for 2021?
A lot has happened in the past year. Let’s talk about any factors that may have affected your retirement plans, discuss updates and ensure sure you’re on track.
AMERIPRISEADVISORS.COM
5 factors that impact your retirement income
Are you protecting yourself online? Learn three of the most common types of cybercrime, and how you can stay safe.
AMERIPRISEADVISORS.COM
Identity theft: What you need to know
Give a gift that can make a difference long into the life of a child – a head start on growing their finances.
MONEY.USNEWS.COM
8 Great Financial Gifts for Kids
January is National Financial Wellness Month. When was the last time you checked your progress on your goals?
Today marks a special day, near and dear to Florida Wealth Planning Group's heart. Join us in wishing Abby Santiago-Monroe a very Happy Birthday!
Pay down debt or save? We can help you make choices that reflect your goals, financial situation and risk tolerance
AMERIPRISEADVISORS.COM
4 considerations for savings and debt
What are your expectations for the markets in 2021?
AMERIPRISEADVISORS.COM
Capital markets outlook
The new year can inspire a fresh look at your financial picture. Call or email to schedule time to talk.
AMERIPRISEADVISORS.COM
Find a Financial Advisor who is right for you | Ameriprise Financial
With the latest COVID-19 relief bill, Congress extended numerous tax breaks for individual taxpayers. We can consult with you and your tax professional to evaluate your situation.
CNBC.COM
The Covid relief bill will keep these tax breaks around even longer
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
It seems like FWPG has many reasons to celebrate this early into 2021. Join us in celebrating and congratulating our very own Kris Kasturi for his 20th "Work-aversary!"
#BeBrilliant #workaversary
Debt, caregiving, and other financial stresses heavily impact Gen Xers, according to recent studies. Together, we can work towards a more confident financial future – no matter what generation you fall in.
FORBES.COM
Why Gen Xers Are Way More Worried About Money Than Boomers
Did you know that if investors missed the 10 best days in the past 20 years their S&P 500 returns would have been cut in half? Let’s connect to discuss investing over the long term.
FRI, JAN 22 AT 12:00 PM EST
FWPG Power Hour
We are excited to announce that our Ameriprise colleague, Chief Economist Russell Price, has been named Bloomberg’s top-ranked forecaster in the U.S. retail broker/dealer industry for four out of the last five years. Mr. Price makes us proud to be a part of the Ameriprise team.
As the hope of vaccines transitions to reality, investor behavior is also changing. Since Nov. 9, U.S. small-caps and international stock indexes, which both carry higher concentrations of non-Tech cyclical areas, have outperformed the S&P 500. #AmeripriseResearch
What’s the stock market outlook this year? Chief Market Strategist David Joy summarizes what to watch in equities, including corporate earnings potential, anticipated returns, regional weighting and global trade prospects.
Another day another January birthday!!
Join us in wishing Financial Advisor and FWPG team member, David Thompson a warm Happy Birthday! We hope your day is filled with joy and BUBBLY.
Today we honor the legacy of a pertinent civil rights leader and activist. A man of great influence, power and change.
Thank you Reverend Martin Luther King Jr.
#MLKDay
With the latest COVID-19 relief bill, Congress extended numerous tax breaks for individual taxpayers. We can consult with you and your tax professional to evaluate your situation.
CNBC.COM
The Covid relief bill will keep these tax breaks around even longer
Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference this tax season.
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
FRI, FEB 19 AT 9:00 AM EST
Donate Blood
FRI, FEB 5 AT 12:00 PM EST
FWPG Power Hour
We can help you envision a solid financial future – and build it.
Join us in congratulating FWPG's Operations Manager DeAnne Moritz! She received the Territory Leadership Award in Client Service and Operations. We are proud and grateful to have such an outstanding and hard-working individual like DeAnne on our team. Keep up the hard-work and way to go! 🎉🎊
#BeBrilliant #hardwork
One of the best ways to teach kids about money is to involve them in financial discussions and decisions. How often do you talk to your kids about money?
AMERIPRISE.COM
Kids and money: 6 money management tips
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
QUICK REMINDER!
Be sure to RSVP to our continuing series, FWPG Power Hour. It continues February 5th and will be held on the first Friday of every month.
For more information on the webinar and how to register, see the invitation below:
#webinaronline #PowerHour #bebrilliant
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them.
HUFFPOST.COM
12 Money Mistakes You're Teaching Your Kids
Get the personalized advice you need to envision and build a confident financial future.
Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference this tax season.
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
FRI, FEB 19 AT 9:00 AM EST
Donate Blood
We may be a day early but it is never too early to wish a Happy Birthday to our favorite Drummer, Tennis Star and Private Wealth Advisor Kris Kasturi!
In T-minus 22 hours, our FWPG Power Hour will begin!
Don't forget, this is the last day to RSVP. We hope to see you there!
#webinaronline #BeBrilliant #economy
Do you like filing your income taxes early? You’ll have to wait a little longer this year. The IRS just announced it won't start accepting 2020 tax returns until February 12, 2021. That's 16 days later than last year, so plan accordingly.
KIPLINGER.COM
When Can You File Your Taxes This Year? | Kiplinger
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
QUICK REMINDER!
Be sure to RSVP to our continuing series, FWPG Power Hour. It continues February 5th and will be held on the first Friday of every month.
For more information on the webinar and how to register, see the invitation below:
#webinaronline #PowerHour #bebrilliant
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them.
HUFFPOST.COM
12 Money Mistakes You're Teaching Your Kids
Even the most successful professionals benefit from professional financial advice. Let’s talk.
As we enter a new year and reflect on the last, we'd like to take a moment to say thank you for your continued support and loyalty. If you have friends or family members who have financial questions or could use a second set of eyes, please let them know about our practice. We look forward to connecting soon! https://www.ameripriseadvisors.com/team/florida-wealth-planning-group/?openFormModal=referral
AMERIPRISEADVISORS.COM
Florida Wealth Planning Group - Palm Coast, FL | Ameriprise Financial
U.S. stocks roared to a record high as COVID-19 infections slow and investor anxiety drops. Chief Market Strategist David Joy discusses key drivers.
NEWSROOM.AMERIPRISE.COM
U.S. Equities Bounce Higher on Rising Prospect of Stimulus | Ameriprise Newsroom
This #blackhistorymonth, we remember 2021 as the 60th anniversary of the Freedom Riders, black and white activists who helped end segregation. Who inspires you?
Did you know that blood is needed every two seconds? Did you know that around 1 in 7 people entering a hospital need blood?
Join Florida Wealth Planning Group in saving others, one pint at a time!
From Monopoly to Financial Football, these online and board games can help teach your kids basic money management. What games would you add to the list?
CNBC.COM
Want a fun way to teach your kids about money? Try these games
Florida Wealth Planning Group added a new photo — at Florida Wealth Planning Group.
21 hrs · Palm Coast, FL ·
If you are near the Palm Coast/Flagler Beach area, come on down to Florida Wealth Planning Group to donate blood on OneBlood's Big Red Bus!
Kindness and helping others are more important than ever. How do you plan to observe #randomactsofkindness day?
Join Florida Wealth Planning Group and OneBlood this Friday to help save lives!
Click the link to register: https://www.oneblood.org/donate-now/
Even the most successful professionals benefit from professional financial advice. Let’s talk.
As we enter a new year and reflect on the last, we'd like to take a moment to say thank you for your continued support and loyalty. If you have friends or family members who have financial questions or could use a second set of eyes, please let them know about our practice. We look forward to connecting soon! https://www.ameripriseadvisors.com/team/florida-wealth-planning-group/?openFormModal=referral
AMERIPRISEADVISORS.COM
Florida Wealth Planning Group - Palm Coast, FL | Ameriprise Financial
U.S. stocks roared to a record high as COVID-19 infections slow and investor anxiety drops. Chief Market Strategist David Joy discusses key drivers.
NEWSROOM.AMERIPRISE.COM
U.S. Equities Bounce Higher on Rising Prospect of Stimulus | Ameriprise Newsroom
The Florida Wealth Planning Group team is proud to share that Kris Kasturi has been included on the 2021 Forbes Best-in-State Wealth Advisors list. Congratulations, Kris! We admire your commitment to building genuine relationships with our clients and to helping them achieve their goals.
On this day last year, we received news that an Olympian would be joining our team. Today, Jarrod Shoemaker is our secret spark of energy who we can always count on! Happy 1 year "Work-Aversary"!
We are delighted to announce Richard Manankil has joined Florida Wealth Planning Group as a financial advisor at our Lakewood Ranch Office! Richard joins us from Wells Fargo and brings new ideas and fresh insights to our growing team. Welcome Richard!
Join us in wishing our very own Britt Barr a Happy Birthday 🎂. Britt is one of our most recent additions and we are grateful we can celebrate with him!
In honor of National Love Your Pet Day on February 20th, here are some photos of our "Fur-babies"! Feel free to share a photo of your furry friend(s) in the comments below.
#loveyourpetday
Florida Wealth Planning Group added a new photo — at Florida Wealth Planning Group.
February 19 at 10:24 AM · Palm Coast, FL ·
If you are near the Palm Coast/Flagler Beach area, come on down to Florida Wealth Planning Group to donate blood on OneBlood's Big Red Bus!
Sustainable funds accounted for about a fourth of the money that flowed into all U.S. stock and bond mutual funds last year, according to Morningstar. If you’re interested in adding environmental, social, or governance investments to your portfolio, let’s discuss.
CNBC.COM
Money invested in ESG funds more than doubles in a year
Wishing a Happy Birthday to our teammate, Financial Advisor Paul Streeter! May the joy that you have spread in the past come back to you on this day. 🎂🎊
#birthday #financialadvisor #BeBrilliant
Today and every day, we celebrate the achievements of women and support the fight for gender equality. #ChooseToChallenge #IWD2021 #AmeripriseWomen
Ameriprise is proud to be included in the Bloomberg Gender-Equality Index (GEI) for the second consecutive year! We are excited to be part of a distinguished list of public companies that share a dedication to supporting women in the workplace. #BloombergGEI https://bit.ly/3kOwZX2
Nothing is better than starting off your Friday with a birthday celebration! Wishing a Happy Birthday our very own Brandy Boone. We hope today and the rest of the year is as magnificent as you are!
#friday #happybirthday
Productive financial conversations with family start with a thoughtful plan. When you’re ready to start the conversation, let’s talk about your estate planning goals and the legacy you hope to leave.
MONEY.USNEWS.COM
Discussing Your Estate Plan With Your Children Is Critical. Here's How to Start
Financial advice is not one-size-fits-all – especially across different ages and stages of life. In this article, Marcy Keckler, Ameriprise Vice President of Financial Advice Strategy, and other experts share recommendations for each generation.
GOBANKINGRATES.COM
The Top Money Moves To Make for Each Generation
Are You Hall of Fame Worthy? Join Florida Wealth Planning Group and special guest from Tampa Bay, The Big Nasty, for our virtual Happy Hour to find out!
Click the link to register: https://www.ameripriseadvisors.com/team/florida-wealth-planning-group/events
#celebrate #happyhour
The 10-year Treasury yield topped 1.5% last month – its highest level in more than a year. What do rising rates mean for your investments and other aspects of your financial life?
USATODAY.COM
How will a surge in bond yields affect your mortgage, car loans and 401(k)?
Sustainable funds accounted for about a fourth of the money that flowed into all U.S. stock and bond mutual funds last year, according to Morningstar. If you’re interested in adding environmental, social, or governance investments to your portfolio, let’s discuss.
CNBC.COM
Money invested in ESG funds more than doubles in a year
Wishing a Happy Birthday to our teammate, Financial Advisor Paul Streeter! May the joy that you have spread in the past come back to you on this day. 🎂🎊
#birthday #financialadvisor #BeBrilliant
Today and every day, we celebrate the achievements of women and support the fight for gender equality. #ChooseToChallenge #IWD2021 #AmeripriseWomen
To take part in Women’s History Month, we want to celebrate and commemorate the women of our company who embody strength and dedication, starting with Abby Santiago-Monroe. Abby enjoys giving her clients peace of mind and security regarding their finances. Though Abby is dedicated to her work, she is most dedicated to her family and making a difference in the community around her. We know her as the woman who brings light and smiles into any room she walks into!
Though she is successful today, that has not always been the case, especially during her first career opportunity in the financial service industry. As one of the only females in a male dominated business, she was not given the same opportunities as her male counterparts, though she was more qualified. She was told that her recommendation would be about how good she looked in her tight black skirt. Thankfully, she fought her way out and to our luck, began working for what would be Ameriprise Financial today. Thank you Abby!
#WomensHistoryMonth #womeninbusiness #AmeripriseWomen
Together, we can work to envision your ideal financial future – and build it.
Financial advice is not one-size-fits-all – especially across different ages and stages of life. In this article, Marcy Keckler, Ameriprise Vice President of Financial Advice Strategy, and other experts share recommendations for each generation.
GOBANKINGRATES.COM
The Top Money Moves To Make for Each Generation
Are You Hall of Fame Worthy? Join Florida Wealth Planning Group and special guest from Tampa Bay, The Big Nasty, for our virtual Happy Hour to find out!
Click the link to register: https://www.ameripriseadvisors.com/team/florida-wealth-planning-group/events
#celebrate #happyhour
The 10-year Treasury yield topped 1.5% last month – its highest level in more than a year. What do rising rates mean for your investments and other aspects of your financial life?
USATODAY.COM
How will a surge in bond yields affect your mortgage, car loans and 401(k)?
DATE CHANGE --
The original date to this event, April 2nd, is Good Friday and our offices will be closed. We apologize and hope you can join us on April 9th for our ongoing series!
Click the link to register: https://www.ameripriseadvisors.com/team/florida-wealth-planning-group/events/
As we are continuing through Women’s History Month, Florida Wealth Planning Group wants to celebrate the tenacity of Financial Advisor Staci Wood Leonard. Staci enjoys educating her clients and helping them understand how they can save in the most beneficial way. She finds pride in giving her clients confidence and showing them a way to retire earlier! Staci has accomplished many things throughout her personal trials and tribulations. She obtained her Certified Financial Planner designation in 2016 while working full-time. She was able to push through the barrier of full-time motherhood while balancing a career in the financial service industry. Staci believes that becoming a financial advisor was a wonderful decision and she wouldn’t change a thing! We are grateful to have found such tenacity, confidence and kindness in a great Financial Advisor and woman! Thank you Staci!
#womeninbusiness #women #WomensHistoryMonth
Join us in wishing one of our Operations and Client Service Specialists Leann Sabatini, a happy birthday. We hope you have an incredible day filled with joy, laughter and love! HAPPY BIRTHDAY LEANN! 🎂🎉
To take part in Women’s History Month, we want to celebrate and commemorate the women of our company who embody strength and dedication, starting with Abby Santiago-Monroe. Abby enjoys giving her clients peace of mind and security regarding their finances. Though Abby is dedicated to her work, she is most dedicated to her family and making a difference in the community around her. We know her as the woman who brings light and smiles into any room she walks into!
Though she is successful today, that has not always been the case, especially during her first career opportunity in the financial service industry. As one of the only females in a male dominated business, she was not given the same opportunities as her male counterparts, though she was more qualified. She was told that her recommendation would be about how good she looked in her tight black skirt. Thankfully, she fought her way out and to our luck, began working for what would be Ameriprise Financial today. Thank you Abby!
#WomensHistoryMonth #womeninbusiness #AmeripriseWomen
Together, we can work to envision your ideal financial future – and build it.
