Jeffrey Bellucci

An Ameriprise Platinum Financial Services® Practice
Jeffrey Bellucci
CRPC®
Financial Advisor

(502) 489-6900
408 Blankenbaker Pkwy
Suite 100
Louisville, KY 40243


jeffrey.d.bellucci@ampf.com

Contact Information


(502) 489-6900
408 Blankenbaker Pkwy
Suite 100
Louisville, KY 40243

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HEICK, HESTER & ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.
www.ameripriseadvisors.com/jeffrey.d.bellucci

See Bob and
Kathy's story

My Philosophy

I've been helping people reach their goals for 11 years.

As an experienced advisor with Ameriprise Financial I focus on working with clients that require more complex financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you to thoroughly understand your goals and review your current financial situation in order to create a financial plan that suits your specific needs, both in the short and long term. I understand that a financial plan is not just about the numbers, it is about understanding your hopes and dreams for the future and how a financial plan can help you get there. I appreciate that you’ve worked hard to build your financial stability and we’ll work together to ensure your plan is continually working just as hard for you and your dreams.

Experience

Qualifications

  • Bachelor of Science Degree
  • Master of Science Degree

Interests

  • Enjoy camping with family and golfing.
  • Have a heart for adoption.
  • Enjoy working with families interested in adoption.

Community Participation

Through my adoption experience I have learned the plight of orphaned children. This experience led me along with four others to create the Hopeful Hearts Foundation. Hopeful Hearts exists to provide medical and nutritional aid along with basic living necessities to orphan and abandoned children.


License information

I am licensed and registered to conduct business in KY.

Based on licenses and registrations I hold, I may also conduct certain business in FL, IN, MI, NC, TX, AL

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.

AREAS OF FOCUS
  • Retirement Planning Strategies
  • Small Business
  • Estate Planning Strategies

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