It’s never too early to begin thinking about leaving a legacy. We provide our clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.


Advisors

Advisor photo for Pete Smith

Pete Smith

CRPC, APMA

Financial Advisor

Franchise Owner
Visit Pete Smith's website


Team

Angie Frazier

Angie Frazier

Office Manager,

Client Concierge

Qualifications

  • 14 Years of Experience in the Financial Services Industry
  • Joined Ameriprise in November, 2015
  • Notary Public in Jefferson County, KY

Roles & Responsibilities

  • Louisville Office Manager
  • Client Service
  • Account Transactions
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