Advisor profile


My approach

Maria Shields - 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.

Maria Shields - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Saving for Education
  • Women's Financial Strategies
21
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℠
  • CFS® Certified Fund Specialist

Education

  • Master of Business Administration, St. Joseph's University 1995
  • Bachelor of Science Degree, Philadelphia University 1991

Interests

  • I enjoy spending time with my family and three sons.
  • I love to ski, snowboard and travel.
  • I enjoy going to concerts (Rock, Country and Pop) and seeing Broadway shows.

Community participation

Awards & recognition

  • Ameriprise Circle of Success, 2003-2012, 2014-2020
  • Diamond Ring Status, 2017

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.