Douglas J. Wilks
Private Wealth Advisor @Ameriprise Financial Services, LLC
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WORK HISTORY
Private Wealth Advisor @Ameriprise Financial Services, LLC
Wilks & AssociatesA private wealth advisory practice of Ameriprise Financial Services, LLC.I have extensive experience in helping affluent clients preserve and grow their wealth. I possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. I help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.
EDUCATION
Southeast Missouri State University
BS
ABOUT DOUGLAS J. WILKS
I’m not only in the business of helping you pursue your wealth. I’m also in the business of helping you grow your financial confidence in the future. I’ll help you balance pursuing your dreams for tomorrow with what you want today. We’ll use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals.I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.Areas of Focus:Estate Planning StrategiesSaving for EducationRetirement Planning StrategiesI also enjoy connecting based on common interests! My hobbies include-Spending time with my family-I\'m actively involved in our area Boy Scouts chapter, Rotary Club and Chamber of Commerce-Reading, hiking, boating, fishing, and watching professional baseball ( Go Cardinals!)
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