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Our financial advice team


Elizabeth Palmer, Financial Advisor serving the Wasilla, AK area - Ameriprise Advisors

Elizabeth Palmer

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
North Harbor Wealth Management
7
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
  • Family Finances
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Small Business

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 66

Education

  • BS Business Adminstration- University of Montana, Western

Awards & recognition

  • North Harbor Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023
  • North Harbor Wealth Management, Ameriprise Client Experience Award, 2021-2022

Previous experience

  • Client Service Manager, Ameriprise Financial Services, Inc., 2014-2019

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

I am a Soroptimist member of the Soroptimist of South Lake Tahoe. I currently serve on the board of directors.

I volunteer at Bread and Broth, an all volunteer organization whose mission is to ease hunger in the Lake Tahoe South Shore Community.

  • Soroptimist International of South Lake Tahoe
  • Bread and Broth
  • Tahoe Chamber

Interests

The great outdoors! I live for skiing, white water rafting, standup paddle boarding, fly fishing, back packing, & horseback riding. I love spending time with my family & my two big dogs. I enjoy participating in my community as I truly love my Tahoe community.