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Jeff D Shamis
CFP®
Associate Financial Advisor
with the practice of
Andrew J Boneparth
ANDREW J. BONEPARTH & ASSOCIATES A financial advisory practice of Ameriprise Financial Services, Inc.
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 |  | |  |  | |  |  |  | Office location 250 B1 NW 76th Drive Gainesville, FL 32607

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| (352) 331-3081 jeff.d.shamis@ampf.com
I work with my clients to design a personal financial plan based on their life goals. This strategy focuses on helping them become more confident about managing their financial objectives. It is designed to provide solutions to both your everyday and long-term financial questions, and is personalized to meet the needs of high net worth individuals and small business owners. We continually monitor progress toward your financial goals and update your plan based on changes in market conditions and your individual situation. I can also provide special benefits and services available to our best clients through a service I offer called Ameriprise Gold Advantage program.
Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.
Areas of Focus
- Investment Advice
- Income Tax Planning Strategies
- Retirement Planning Strategies
- Small Business
- Domestic Partner Planning
- Protection and Insurance
- Estate Planning Strategies
- Charitable Giving
- Saving for Education
- Asset Allocation
- Employee Stock Options
- General Financial Planning
| Professional Associations
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Financial Planning Association
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National Association of Insurance & Financial Advisors
| Qualifications
- Ameriprise Financial National Quality of Advice Awards, 1997-2000, 2003, 2004, 2005
- Gainesville Association of Insurance & Financial Advisors Howad M. Rosenblatt Service Award, 2001-2003
| Community Service & Personal Interests
- United Way of N. Central Florida, Leadership Task Force and Allocations Panelist
- Life Member: Nature Conservancy, National Wildlife Federation, Sierra Club
| Office Hours- Monday: 9:00 a.m. - 5:00 p.m., or By Appointment
- Tuesday: 9:00 a.m. - 5:00 p.m., or By Appointment
- Wednesday: 9:00 a.m. - 5:00 p.m., or By Appointment
- Thursday: 9:00 a.m. - 7:00 p.m., or By Appointment
- Friday: 9:00 a.m. - 5:00 p.m., or By Appointment
- Saturday: Closed
- Sunday: Closed
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I am licensed and registered to conduct business in
FL.
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Based on licenses and registrations I hold, I may also conduct certain business in
CA, VA
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CA Insurance #0C94054
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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.