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Andrea Kirk, Private Wealth Advisor serving the Bel Air, MD area - Ameriprise Advisors

Andrea Kirk

CFP®, CRPC, APMA

Private Wealth Advisor

Inspire Confidence Group
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 15 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Saving for Education
  • Insurance
  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Family Finances
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Notre Dame of Maryland University, 1998, BA in Finance and Management

Awards & recognition

  • Inspire Confidence Group, Forbes Best-in-State Wealth Management Teams, 2024
  • Five Star Wealth Manager, 2014 - 2024
  • Inspire Confidence Group, Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Ultimate Digital Excellence Award, 2022-2023

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer. *As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.

Additional Community Involvement includes:

  • Volunteer, SARC - Maryland
  • Chesapeake Professional Women's Network - Harford County, MD
  • Harford County 4-H All Star and 4-H Club Leader

Interests

My husband, Mike, and I are parents to three lovely girls, Ashley, Elena, and Lauren. We reside in the Bel Air area in Harford County, Maryland.

Honored to receive recognition

I have some good news to share — I’ve won the 2024 Five Star Wealth Manager award! While it’s my name on this award, it would not have been possible without the continued trust of our clients and without a team that’s dedicated to providing the best possible service.