Advisor profile


My approach

Quynh Dao - 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.

Quynh Dao - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investment Management
  • Saving for Education
  • Small Business
  • Insurance
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 Securities License
  • Series 66 Securities License
  • Life, Health and Disability Insurance License

Interests

  • I love spending time with my family and friends. I enjoy cooking different type of foods from different regions.
  • My interests include swimming, hiking, music and travel especially where there are beautiful beaches and sunshine.