Advisor profile


My approach

Tina Morey - My approach photo

What you can expect when you work with me

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.

Tina Morey - My approach photo

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Family Finances
  • Small Business
  • Sustainable and Responsible Investing
  • Saving for Education
  • Estate Planning Strategies
  • Business Retirement Plans
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7
  • Series 6
  • Series 66
  • Series 63

Interests

I enjoy spending a lot of time outdoors. Some of my outdoor interests include skiing, camping, gardening, spending time in my yard and golfing. I had my first hole-in-one in 2017!

Other than being outdoors; I enjoy painting and traveling. My favorite places I've traveled thus far have been Denver, Alaska, and Norway.

I also have 3 boys, Gavin, Hudson, and Ryan, that keep me very busy!

Community participation

The Rotary Club of Minot (Member)Minot Area Community Foundation (Community Investment Advisor)Magic City Connect (Member)Give360 (Member)

  • YWCA - Board of Directors
  • The Rotary Club of Minot - Member
  • Minot Area Community Foundation
  • Magic City Connect - Member
  • Give360 - Member

Awards & recognition

  • Legacy Financial Partners, Barron's Top 100 Private Wealth Management Teams, 2021