Advisor profile


My approach

Shawn Colucy - 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.

Shawn Colucy - My approach photo

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Tax Planning Strategies
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • "Series 7" General Securities Representative Exam
  • "Series 63" Uniform Registered Investment Advisor Lax Exam
  • "Series 65" Uniform Securities State Law Exam
  • Oregon Life & Health Insurance

Interests

Investment Management

Outdoor activities such as hiking, biking, fishing, and tennis

Spending time with family and friends

Traveling and meeting new people

Good food, whether that be my own cooking and grilling, or finding a new restaurant to experience

Golf

Previous experience

  • Investment Advisor at Phillips and Company Wealth Strategies, 10 years