Shelby Gregory Fink, Private Wealth Advisor serving the Louisville, KY area - Ameriprise Advisors

Shelby Gregory Fink

CFP®, APMA

Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
A financial advisory practice of Ameriprise Financial Services, LLC
  • How I work

    I provide personalized advice based on what’s most important to you.
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  • Connect with me

    If you have questions or would like to schedule a complimentary initial consultation, get in touch.

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  • Key tax considerations

    Review tax planning strategies throughout the entire year, not just during tax season.

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Clients

What do you need? At the end of the day, there’s no other question that matters. My job is to understand you, and create a plan that reflects your goals and dreams. Sure, there are countless options in the financial world. I can sit down with you to discuss personalized strategies to help you work toward your individual goals. That’s why I'm here, and that’s just what I do.

Featured insights

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Honored to receive recognition

I’m thrilled to share that Triple Crown Advisors has been included on the 2023 Forbes Best-in-State Wealth Management Teams list. This list includes top advisory teams from across the industry that provide comprehensive financial advice to their clients, to help them achieve their unique goals. Thank you to our clients for trusting us with your financial futures. And thank you to our team for the exceptional service you provide to all of our clients.