Advisor photo for Heather Winner

Heather Winner

MBA, CFP®, BFA, APMA

Financial Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Financial confidence

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  • Key tax considerations

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

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  • How I work

    I provide personalized advice based on what’s most important to you.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

What clients like about my approach:

I believe everyone can achieve financial confidence, no matter which life stage they happen to be in – whether they are working, planning for retirement, or already retired. My team and I work with clients in the Augusta area and across the country. We always start with questions instead of answers:

• What matters most to you?

• What experiences do you seek, or wish to avoid?

• What stands between where you are now, and the life you want to live?

• Does your retirement income plan consider changing tax brackets?

• What are your key expectations from a financial advisor?

My team helps people concerned about creating reliable income in retirement, tax planning strategies, and providing for the next generation. I’m particularly adept at working with non-traditional households and women going through financial transitions, such as retirement, divorce, or the loss of a spouse.

Learn more about me and the strategies I employ by viewing videos featured in the Advisor Profile, Insights, and How to Get Started tabs.

Schedule your complimentary initial consultation today.

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Working for you

I am proud to work for a firm committed to diversity, inclusion, and creating a better future for all. Ameriprise has been recognized as a Military-Friendly® Employer by VIQTORY and is listed as a “Best Place to Work for Disability Inclusion” by the American Association of People with Disabilities.

My team and I have experience working with first-generation Americans, domestic partners, non-traditional households and others who may feel ignored by traditional financial planning services. We believe in treating everyone with equal respect, and are committed to delivering the best advice and service to traditionally underserved people.