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Our financial advice team


Catherine Harris, Financial Advisor serving the The Villages, FL area - Ameriprise Advisors

Catherine Harris

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Cebert Wealth
21
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

  • Investment Management
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Wealth Preservation Strategies
  • Women's Financial Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Interests

I enjoy spending time with my family, reading and traveling. I am enjoying exploring Florida since my move from North Carolina to The Villages several years ago. There are many destinations in Florida that we have yet to visit and my husband and I are looking forward to continuing our adventures.