Advisor profile


My approach

Barbara Duggins - My approach photo

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Barbara Duggins - My approach photo

Areas of focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA Series 7 License
  • FINRA Series 63 License
  • FINRA Series 65 License
  • Florida Life / Health / Variable Annuity License

Education

  • University of Florida - BA, Political Science, Psychology

Interests

I enjoy boating, travel and cooking!

Community participation

Member of the Rotary Club of Fort Myers

Previous experience

  • Morgan Stanley, 2006-2016
  • Met Life, 2004-2006
  • Invest Financial, 2002-2004
  • FutureShare Financial, 2002