Marie Peele - Financial Advisor, Ameriprise Financial Services, LLC
Why pick this one
Marie Peele is a Greenville financial advisor with CFP®, AAMS® and ADPA® designations covering asset management, retirement planning and domestic partnership planning.
Best for
- clients seeking comprehensive financial advice tied to long-term goals
- asset allocation and investment planning
- retirement planning
- estate planning
- domestic partners seeking wealth-transfer and end-of-life financial planning
Specialties
- asset management
- retirement planning
- estate planning
- domestic partnership financial planning
- financial and medical end-of-life planning
Certifications
- CFP®
- AAMS® Accredited Asset Management Specialist™
- ADPA® Accredited Domestic Partnership Advisor™
What makes them different
- Holds CFP®, AAMS® and ADPA® designations
- Offers comprehensive advice focused on clients' broader financial goals
- ADPA® coursework covers wealth transfers, federal taxation, retirement planning, and financial and medical end-of-life needs for domestic partners
- AAMS® coursework covers asset allocation, investment strategies, estate planning, retirement investment opportunities, and insurance products
- Affiliated with Ameriprise Financial Services, LLC
- Serves
- Greenville
Distilled from this business's own website.
Contact & Location
- Address
- 1604 E Fire Tower Rd, Ste C, Greenville, NC 27858
- Phone
- 2523553200
- Website
- https://www.ameripriseadvisors.com/Marie.Peele/
Services
- comprehensive financial advice
- investment planning
- retirement planning
- estate planning
- insurance product planning