Advisor profile


My approach

Coleen A Banks - 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.

Coleen A Banks - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Domestic Partner Planning
  • Wealth Preservation Strategies
  • Investments
30
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℠
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Masters in Business Administration with a concentration in Management. Hofstra University 1987
  • Bachelor of Science in Accounting with a minor in Economics. C.W. Post Long Island University 1980

Interests

  • I enjoy golfing in the summer and skiing in the winter.
  • My gordon setter Bados is a joy. I lost my dear, sweet Pixie in February '13. We now have a new puppy, Kinsale who is very adorable and smart.
  • My husband Chris and I enjoy traveling. Our most recent big trip was to Ireland where we golfed, toured and found family still living on the farm where my great-grandmother grew up.

Community participation

Executive Women's Golf Association, Sponsor of both Westchester County and Fairfield County chapters

Pinnacle Ski and Sports Club, member

TarTan Gordon Setter Club, Awards Committee chairperson

Wallacks Point Park Association, Treasurer

Awards & recognition

  • Ameriprise Circle of Success, 2008-2013

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.