Advisor profile


My approach

Matthew Poulos - My approach photo

What you can expect when you work with us 

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.


Matthew Poulos - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Insurance
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Science, University of Cincinnati

Interests

I enjoy spending time with my children Samantha and Jack. I also enjoy tennis and golf.

Community participation

Check out our Events tab for information on our upcoming volunteering and toy drive!

We are proud to be part of the volunteering efforts made by the following organizations. If you or someone you know is interested in learning more on how you can help or volunteer with us, please call our office and speak with Charity Jordan, or email charity.m.flynn@ampf.com.