Advisor profile


My approach

Dylan Baxter - 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.

Dylan Baxter - My approach photo

Areas of focus

  • Family Finances
  • Investment Management
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Insurance
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • BSBA: Finance, Minor: Economics, The Ohio State University, Fisher College of Business, May 2014

Interests

  • If I'm not enjoying time with my family, I'm running, reading, or watching Buckeye sports. I have completed both a half and a full marathon, generally read at least one book per month, and like all things Ohio State.
  • Outside of finance, traveling is my greatest passion. I have traveled to 30+ countries and 6 continents.

Community participation

  • Volunteer at New Day Youth and Family Services
  • Volunteer for St. Jude Children's Research Hospital

Awards & recognition

  • Ameriprise Circle of Success, 2019

Professional associations

  • Albuquerque Toastmasters Club #122