Advisor profile


My approach

Beth L Deal - 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.


Beth L Deal - My approach photo

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Insurance
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • CRPC® Chartered Retirement Planning Counselor℠
  • RICP® Retirement Income Certified Professional®

Interests

Spending time with my dog, Muffy is a must. She comes to my office everyday and serves as receptionist.

Traveling is a joy for me, especially road trips where I find unique places and people as well as good "foodie" restaurants.

I have an innate sense to research any project or idea until it comes to fruition.

I am a student of the business and am passionate about teaching others about the knowledge I have learned.

I believe reading helps to further my knowledge.

Community participation

Member of Hickory Downtown Development Association

  • Member of The Catawba County Chamber of Commerce
  • Board Member of the United Church Homes and Services

Awards & recognition

  • Forbes Top Women Wealth Advisors, 2020
  • Forbes Best-in-State Wealth Advisors, 2020
  • Ameriprise Circle of Success, 2003-2012, 2014-2019
  • Ameriprise Diamond Ring Club, 2010