Dee E. Edwards
Financial Advisor , Certified Financial Planner™ practitioner with Ameriprise Financial Services, LLC
- Role
- Financial Advisor, Certified Financial Plannertm Practitioner, Ameriprise Financial Services, Llc at Ameriprise Financial Services, LLC
- Location
- Hudson, OH, US
- LinkedIn followers
- 500 followers
About Dee E. Edwards
What you can expect when you work with me My purpose is to help you feel confident…
Experience
Financial Advisor, Certified Financial Plannertm Practitioner, Ameriprise Financial Services, Llc
Ameriprise Financial Services, LLC
Dec 2014 — Present
I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals. Areas of FocusFamily FinancesWealth Preservation StrategiesInvestmentsIRA RolloverEstate Planning StrategiesBusiness Retirement PlansSustainably Responsible InvestingIntergenerational Planning
Education
Penn State University
Bachelor of Science (BS), Psychology
1986 — 1990
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