Advisor profile


My approach

Robert Potter - 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.

Robert Potter - My approach photo

Areas of focus

  • Intergenerational Planning
  • Employee Stock Options
  • Investments
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
  • Wealth Preservation Strategies
19
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
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Master of Science In Administration, Central Michigan University 2000
  • BA, Political Science, Oakland University 1996

Interests

Spending time with my family

Helping individuals reach their goals

Travel

Golf

Community participation

Ameriprise National Day of Service 2018, Forgotten Harvest Farm

Ameriprise National Day of Service 2017, Gleaners Food Bank

Ameriprise National Day of Service 2016,Forgotten Harvest

Ameriprise Natioanal Day of Service 2015, Gleaners Food Bank

Ameriprise National Day of Service 2014, Forgotten Harvest

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021
  • Forbes Best-in-State Wealth Advisors, 2020
  • Forbes Best-in-State Wealth Advisors, 2019
  • Forbes Best-in-State Wealth Advisors, 2018
  • Tru Insight Wealth Advisors, Ameriprise Client Experience Award, 2020
  • Ameriprise Circle of Success, 2017
  • Ameriprise Circle of Success, 2014
  • Ameriprise Chairman's Advisory Council, 2012

Our Approach

Tru Insight Wealth Advisors serves the needs of accomplished individuals and families. Our focus is for clients to have a clear understanding of where they are in their financial life and where they are headed.

We accomplish this through our three core tenets:

    • Comprehensive approach to financial planning and investment research.
    • Client education.
    • A collaborative team approach to providing solutions to client needs.

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.