James A Morrison - Financial Advisor, Ameriprise Financial Services, LLC
Why pick this one
James A Morrison is a Hendersonville financial advisor with an MBA and AAMS® and ADPA® designations.
Best for
- asset management planning
- retirement planning
- estate planning
- domestic partnership financial planning
- financial guidance involving insurance products
Specialties
- asset management
- retirement planning
- estate planning
- domestic partnership financial planning
- insurance products
Certifications
- AAMS® Accredited Asset Management Specialist™
- ADPA® Accredited Domestic Partnership Advisor™
What makes them different
- Holds an MBA
- AAMS® coursework covers asset allocation, investment strategies, estate planning, retiree and small-business-owner investment opportunities, and insurance products
- ADPA® coursework covers wealth transfers, federal taxation, retirement planning, and financial and medical end-of-life needs for domestic partners
- Affiliated with Ameriprise Financial Services, LLC
- Offers consultation requests through an online contact page
- Serves
- Hendersonville
Distilled from this business's own website.
Contact & Location
- Address
- 100 Erkwood Dr, Ste C, Hendersonville, NC 28739
- Phone
- 8775248868
- Website
- https://www.ameripriseadvisors.com/james.a.morrison/
Services
- personalized financial advice
- financial goal planning
- investment planning