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Our financial advice team


Marty Lefty, Financial Advisor serving the Barrington, IL area - Ameriprise Advisors

Marty Lefty

Financial Advisor

Associate Vice President
BDH Wealth Advisors
43
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 7 reviews
See disclosures

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

Areas of focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies

Education

  • BS University of Arizona

Awards & recognition

  • Ameriprise Circle of Success, 2017, 2020
  • Five Star Wealth Manager, 2021-2023

Previous experience

  • Wells Fargo Advisors, 2007-2015
  • H&R Block Financial Advisors, 1990-2007

Interests

Golf at The Village Links of Glen Ellyn (or anywhere for that matter).

Spend time with family

Reading and participation in a couples book club with my wife.

Recently read: Between The World and Me by Ta Nehisi Cotes

Travel - Some Favorites places include:

London, France, Scotland, Ireland, Spain and anywhere in the good old USA