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.

Market News
The economic stimulus
package

The American Recovery and Reinvestment Act of 2009 is
now law. Explore the key provisions that could impact
your personal finances.

Review a summary
Jeff D Shamis Ameriprise Financial Advisor
Office location
250 B1 NW 76th Drive
Gainesville, FL 32607




Contact this advisor Contact me
Refer this Advisor Refer me
Get Directions Map & directions
(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
  • Financial Planning Association
  • 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
  • I am licensed and registered to conduct business in FL.
  • Based on licenses and registrations I hold, I may also conduct certain business in CA, VA
  • CA Insurance #0C94054
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.