Advisor profile


My approach

Lorianne Williams - My approach photo

What you can expect when you work with me

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.

Lorianne Williams - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Investment Management
  • Family Finances
  • Saving for Education
  • Women's Financial Strategies
  • Sustainable and Responsible Investing
  • Social Security Retirement Benefits
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • BFA™ Behavioral Financial Advisor™
  • Series 7 -General Securities Representative Examination
  • Series 66 -Uniform Combined State Law Examination
  • Life, Accident and Health

Education

  • Bachelors of Business Administration, Northeastern State University, Tahlequah, OK

Interests

  • Enjoying time with my husband & two children every moment I get.
  • Camping at races on the weekends when my husband does ATV & dirt bike cross-country racing.
  • Cycling - my favorite childhood pastime. I recently got a new bike with a child trailer; I am like a kid again, cycling with my boys!
  • Reading - Motherhood makes it a challenge to find the time; thank you audio books!
  • Being outdoors rejuvenates my spirit & makes me feel closer to my creator. I love the fresh air & nature.
  • Kayaking - we once completed a 40 mile 2-day trip down the Illinois in Tahlequah.
  • My faith - we attend First Baptist Church in Ramona.

Community participation

  • Community Food Bank of Eastern Oklahoma
  • Tulsa Boys Home
  • First Baptist Church Ramona - Nursery & Youth group