Lynette Gilley - Private Wealth Advisor, Ameriprise Financial Services
Financial Service
Why pick this one
Lynette Gilley specializes in estate and retirement planning and holds multiple advanced financial certifications.
Best for
- clients needing comprehensive estate planning
- individuals planning for retirement
- those going through divorce seeking financial analysis
Look elsewhere if
- budget-sensitive clients
- those seeking basic financial advice without extensive planning
Specialties
- financial planning
- estate planning
- retirement planning
- investment strategies
- divorce financial analysis
Certifications
- CFP®
- AAMS®
- ADPA®
- AEP®
- AIF®
- APMA®
- AWMA®
- BFA™
- CAP®
- CAS®
- CASL®
- CDFA®
- CEP®
What makes them different
- Holds multiple advanced financial certifications
- Specializes in estate and retirement planning
- Offers comprehensive financial strategies for diverse client needs
- Serves
- Huntersville, Cornelius, Davidson, Mooresville
Distilled from this business's own website.
Contact & Location
- Address
- 403 Gilead Rd Ste K, Huntersville, NC 28078
- Phone
- (704) 607-0734
- Website
- https://www.ameripriseadvisors.com/tammy.l.gilley/
- tammy.l.gilley@ampf.com
Services
- wealth management
- investment advisory
- financial planning