Matthew Davis Ameriprise Financial Advisor in Edmonds, WA

Associate Financial Advisor with the practice of Kelly Mark Williams





	Address 110 James St Ste 105 Edmonds, WA 98020 Team Information

(425) 640-8630
matthew.d.davis@ampf.com

We take a holistic approach to our financial planning process to help our clients achieve their dreams and goals. It all starts with a strategic plan that covers your needs in the context of your entire financial picture. Once we establish a firm direction, we work with our clients to help them determine the best ways to take action. Together, we review progress toward their goals and adjust the strategy to reflect personal, economic, and tax law changes. We'll create financial plans and ongoing relationships that help you adapt to changing needs and goals over time.

More people come to Ameriprise for financial planning than any other company.¹

An Ameriprise-associated financial advisor franchise
I am licensed and registered to conduct business in WA. Based on licenses and registrations I hold, I may also conduct certain business in CA.

Office hours

Monday: 8:00 a.m. - 5:00 p.m., or By Appointment
Tuesday: 8:00 a.m. - 5:00 p.m., or By Appointment
Wednesday: 8:00 a.m. - 5:00 p.m.
Thursday: 8:00 a.m. - 5:00 p.m.
Friday: 8:00 a.m. - 5:00 p.m., or By Appointment
Saturday: By Appointment
Sunday: Closed

The Team

Kelly Mark Williams
Financial Advisor
kelly.m.williams@ampf.com

110 James St
Ste 105
Edmonds, WA 98020

Phone: 425-640-8637
Fax: 425-640-8630

1. Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec 31, 2006.

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Ameriprise helped pioneer the financial planning process more than 30 years ago. Our unique Dream > Plan > Track >^® approach is about more than just numbers, it's both science and art. We have more financial planning clients and more CERTIFIED FINANCIAL PLANNER^TM professionals than any other company in the U.S. based on data filed at adviserinfo.sec.gov and documented by the Certified Financial Planner Board of Standards, Inc., as of Dec. 31, 2007.