Alexander Daugelli
Financial Advisor, D\'Augelli & Associates A private wealth advisory practice of Ameriprise Financial Services, LLC
- Role
- Financial Advisor at Ameriprise Financial Services, LLC
- Location
- Boca Raton, FL, US
- LinkedIn followers
- 500 followers
About Alexander Daugelli
Personalized financial and investment strategies Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Areas of FocusTax Planning StrategiesEstate Planning StrategiesInvestmentsWealth Preservation StrategiesRetirement Plan DistributionCash Flow Management Strategies What you can expect when you work with us The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.When you work with us, you receive:1:1 financial advice based on your goals and needs.Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.Regular meetings to review your goals, progress, and investments.Anytime access to your investments and digital tools to help you stay on track.Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Experience
Financial Advisor
Ameriprise Financial Services, LLC
May 2014 — Present
Education
University of Central Florida
Bachelor's Degree
2009 — 2013
Skills
- Leadership
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