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Jeremiah Fitzpatrick Ameriprise Financial Advisor
Office location
13830 Ballantyne Corporate Pl
Ste 200
Charlotte, NC 28277

Team Information


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(704) 916-6894
jeremiah.c.fitzpatrick@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.

Backed by a team of professionals who specialize in everything from retirement and tax planning strategies to insurance and asset management, our advisors have the resources to support all of your financial needs throughout your life.


Areas of Focus
  • Investment Advice
  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Protection and Insurance
  • Estate Planning Strategies
  • Charitable Giving
  • Family Planning/Family Changes
  • Saving for Education
  • Asset Allocation
  • Employee Stock Options
  • General Financial Planning
  • Women's Financial Strategies
The Team

Angela Hinton
Paraplanner
angela.r.hinton@ampf.com

13830 Ballantyne Corporate Pl
Ste 200
Charlotte, NC 28277

704-916-6939

Qualifications

  • CA Insurance # 0F59767
Valerie N. Lacaria
Office Assistant
valerie.n.lacaria@ampf.com

13830 Ballantyne Corporate Pl
Ste 200
Charlotte, NC 28277

704-916-6936

  • I am licensed and registered to conduct business in NC.
  • Based on licenses and registrations I hold, I may also conduct certain business in NV, GA, KY, CA, CT, FL, MA, ME, NH, NY, OH, PA, SC, VA, AZ, TX, DE
  • CA Insurance # 0E66144