Advisor profile


My approach

Michelle Hand - 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.

Michelle Hand - My approach photo

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Executive Compensation and Benefit Strategies
  • Intergenerational Planning
  • Investment Management
  • Retirement Plan Distribution
  • Women's Financial Strategies
  • Charitable Giving
  • Insurance
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • RICP® Retirement Income Certified Professional®

Education

  • University of Pennsylvania
  • Milton Hershey School

Interests

  • Spending time with my family
  • Exploring Philadelphia restaurants
  • Gardening
  • Crocheting
  • Cooking
  • Mentoring women advisors

Community participation

  • Ameriprise National Day of Service
    • University of Pennsylvania Alumni Association
    • Milton Hershey School Alumni Association
    • Maltese Rescue
    • Portside Arts Center
    • Disabled Veterans Association