Advisor profile


My approach

Stacey Coffey - 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.

Stacey Coffey - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Insurance
  • Family Finances
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7
  • Series 66
  • Life, Accident & Health
  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®

Education

  • University of New Hampshire, BA English & Spanish - 2000

Interests

  • Tutoring Spanish, traveling, reading, running, hiking, tennis, skiing and yoga.
  • I also enjoy spending time with family in Maine boating, golfing and eating fresh lobsters.

Community participation

  • In 2002 I participated in the Light the Night Walk to raise money for Lukemia and Lymphoma in honor of a friend and in memory of my aunt.
  • In 2007 and 2008 I ran the 10k Road Race to support Boston Firefighters.
  • In 2009 I ran the Boston Marathon with Team in Training to raise money for Lukemia and Lymphoma.

Professional associations

  • UNH Alumni Association
  • Networked Events