Carl Bailey
Financial Advisor at Ameriprise Financial Services, LLC
- Role
- Financial Advisor at Ameriprise Financial Services, LLC
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Carl Bailey
1200 Westlake Ave N Ste 603Seattle, WA 98•••••29Phone: 20••••••49What you can expect when you work with me My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.When you work with me, 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. Request a consultation.Please visit for important rules and disclosures about how you and I can interact on social media.
Experience
Financial Advisor
Ameriprise Financial Services, LLC
Nov 2019 — Present · Seattle, WA, US
What you can expect when you work with me My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.When you work with me, 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. Request a consultationAreas of Focus• Tax Planning Strategies• Investment Management• Wealth Preservation Strategies• Sustainable and Responsible Investing• Business Retirement Plans• Executive Compensation and Benefit Strategies• Retirement Planning Strategies• Saving for Education• Retirement Income Strategies• Retirement Plan Distribution• Charitable Giving• Intergenerational Planning
Education
Hampton University
Bachelor of Science (B.S.), Computer Science
2001 — 2005
Skills
- Diversification
- Retirement Planning Strategies
- Retirement Solutions
- Social Media
- Investment Planning
- Client Education
- Wealth Preservation Strategies
- Investment Strategies
- Money Management
- Estate Conservation Strategies
- Financial Strategies
- Sailing
- Public Speaking
- Education Planning Strategies
- Long-Term Care Planning Strategies
- Customer Service
- Managed Accounts
- Tax-Deferred Investment Planning
- Pension Distribution Planning
- Financial Services
- Insurance Services
- Retirement Planning
- Investment Services
- Ira Distribution Planning
- Insurance Planning
- 401(K) Distribution Planning
- Asset Allocation
- Risk Management
- Tax-Efficient Investing Strategies
- Business Succession Planning
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