Kellie D. Jacques
Financial Advisor & Vice President at Ameriprise Financial Services, LLC
- Role
- Financial Advisor & Vice President at Ameriprise Financial Services, LLC
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Kellie D. Jacques
What you can expect when you work with me My purpose is to help you feel…
Experience
Financial Advisor & Vice President
Ameriprise Financial Services, LLC
Mar 2020 — Present · Boston, MA, US
Skills
- Deferred Compensation Plans
- Business Owner Planning
- Individual Retirement Accounts
- Retirement
- Bonds
- Financial Analysis
- Estate Investment Planning
- Education Planning
- Investments
- Fixed-Income Strategies
- 401(K) Rollovers
- Annuities
- Asset Allocation
- Mutual Funds
- Business-Succession Planning
- Risk Management
- Concentrated Stock Management
- Wealth Preservation Planning
- Financial Reporting
- Investment Planning
- Tax-Efficient Strategies
- Insurance
- Estate Planning Strategies
- Strategic Planning
- 403(B) Plans
- Relationship Management
- Financial Advisory
- Investment Strategies
- Alternative Investments
- Multi-Generational Wealth Planning
- Life and Long-Term Care Insurance
- Retirement Planning
- 401(K) Plans
- Financial Services
- Securities
- Retirement Plan Consulting
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