Sonia Hicks
Private Wealth Advisor, Ameriprise Financial Services, LLC
- Role
- Private Wealth Advisor at Ameriprise Financial Services, LLC
- Location
- McPherson, KS, US
- LinkedIn followers
- 500 followers
About Sonia Hicks
Private Wealth Advisor with Rise Private Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLCMy approachFINANCIAL ADVICE THAT BRINGS YOU CONFIDENCE, SIMPLICITY, AND SUCCESSThe Rise mission, vision, and values were decided upon over many brainstorming sessions together making it a shared team experience much like everything Rise does. A walk through the office space reinforces the Rise team values - integrity, health, family, client focus, growth, and philanthropy.Rise Private Wealth Management has a unique culture that truly defines who we are. Our core characteristics are demonstrated by our team members’ behavior and work ethic. Our team members are passionate about what they do and take their work very seriously with the assurance that every client has a 1-1 relationship with their advisor.Areas of Focus- Investments- Family Finances- Investment Management- Insurance- Social Security Retirement Benefits- Women\'s Financial Strategies- Tax Planning Strategies- Retirement Planning Strategies- Cash Flow Management Strategies- Sustainable and Responsible Investing- Saving for Education- Retirement Plan Distribution- Retirement Income Strategies- Wealth Preservation Strategies(CA Insurance #0J04348)Please visit for important rules and disclosures about how you and I can interact on social media.
Experience
Private Wealth Advisor
Ameriprise Financial Services, LLC
Mar 2010 — Present
Education
McPherson College
Bachelor of Science - BS
2006 — 2010
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