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Our financial advice team


David R Gardner, Private Wealth Advisor serving the Yarmouth, ME area - Ameriprise Advisors

David R Gardner

CRPC, ChFC®

Private Wealth Advisor

Atlantic Wealth Planning Group

An Ameriprise Private Wealth Advisor

24
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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Women's Financial Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • ChFC® Chartered Financial Consultant®

Education

  • BS in Business Administration- University of Southern Maine

Awards & recognition

  • Ameriprise Circle of Success, 2012, 2020

Professional associations

  • Casco Bay Business Professionals

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • I sponsor the Town of Yarmouth Shred Day for document disposal and identify protection
  • I am the founder of the Casco Bay Business Professional Networking group

Interests

  • I am passionate about biking in all forms- from mountain biking to riding my motorcycle.
  • I enjoy spending time outdoors with my wife and step daughters - fishing, boating, biking and hiking!
  • When at home, we love to entertain family and friends and also enjoy the company of our German Shepard and tropical fish.