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Our financial advice team


Camille Gagliardi, Private Wealth Advisor serving the West Hartford, CT area - Ameriprise Advisors

Camille Gagliardi

MBA, CFP®, BFA, CIMA®

Private Wealth Advisor

Stepping Stone Wealth
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
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
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Investments
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • CIMA® Certified Investment Management Analyst®

Education

  • Mount Holyoke College, Bachelors of Arts, Economics, 1990
  • University of Hartford, Masters of Business Administration, 1995

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2023
  • Forbes Best-in-State Wealth Advisors, 2019-2023
  • Forbes Best-in-State Women Wealth Advisors, 2022-2024
  • Stepping Stone Wealth, Forbes Top Wealth Management Teams: Private Wealth, 2023
  • Stepping Stone Wealth, Ameriprise Client Experience Award, 2021-2022
  • Ameriprise Circle of Success, 2007-2020, 2022
  • Forbes Top Women Wealth Advisors, 2020-2021
  • Working Mother Top Wealth Advisor Moms, 2017 - 2021
  • Ameriprise Diamond Ring Club, 2017

Previous experience

  • Aetna, Actuarial consultant, 1990-1996

Community participation

Volunteer with Foodshare.

  • Mount Holyoke College - Treasurer - Class of 1990

Interests

  • I love spending time with my wife Dana and our children: Kelsey, Devon, Meg and Nicky.
  • I visit Cape Cod every summer and love walking through the tide pools.
  • I enjoy photography, golf and reading.