Advisor photo for E Jerry Windle

E Jerry Windle

CRPC

Private Wealth Advisor
Chief Executive Officer of
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Key tax considerations

    Review tax planning strategies throughout the entire year, not just during tax season.

    Explore tax insights
  • About Ameriprise

    For over 125 years, Ameriprise has been committed to putting clients’ needs first.
    Discover Ameriprise
  • How I work

    I provide personalized advice based on what’s most important to you.
    Work with me

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

My commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

I provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with me safely and securely.

Ready to learn more about how I can help you? Getting started is as easy as scheduling a complimentary initial consultation.

Request a consultation

Featured insights

View more markets and economic insights

Honored to receive recognition

I’m excited to share that I’ve been named to the 2023 Forbes Best-in-State Wealth Advisors list. This list includes top advisors from across the industry who are committed to helping their clients stay focused on and achieve their long-term financial goals with confidence. Thank you to my clients for trusting me with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.