Advisor profile


My approach

Jeffrey Moulton - My approach photo

The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for clients to collaborate with me, any time from any device.In one secure, convenient online space, you can:

· Track your goals and progress

· Connect and share information with me

· View, store and organize your financial documents

· Transfer funds, and much more

Register today at ameriprise.com, or contact me for help getting started.
Jeffrey Moulton - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Family Finances
  • Saving for Education
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®
  • Series 7
  • Series 66
  • Vermont Life, Accident and Health
  • Bachelor of Science, University of Vermont, 1996

Education

  • B.S. 1996, The University of Vermont

Interests

  • My best times are usually spent with my wife, Angela, and our two children in the woods and at our camp at the lake.
  • Angela and I built our Adirondack guide boat when we first married, and we plan to build another one with our children.
  • My grandmother had always taken my sister and me to the Addison County Fair and Field Days in August. We continue that tradition with my children. The tractor pull is our favorite event.
  • My hobby is woodworking, although these days, I’ve set it aside for T-ball.

Previous experience

  • Owner, Moulton Technologies, Jericho, VT, 2000-2001
  • Engineer, IBM, Essex Junction, VT, 1995-2000

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.