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Our financial advice team


Megan Caulfield Ameriprise Financial Advisor

Megan Caulfield

Financial Advisor

A.I.I. Financial Group
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Insurance
  • Estate Planning Strategies

Interests

  • Golf
  • Yoga
  • Acting
  • Travel
  • Fashion
  • Reading
  • Business

Education

  • James Madison University - Bachelors of Science - Engineering Degree 2004