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Our financial advice team


Jill Lawrence Ameriprise Financial Advisor

Jill Lawrence

CFP®, CLTC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
BlueStem Wealth Partners
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.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies
  • Charitable Giving
  • Women's Financial Strategies
  • Employee Stock Options

Interests

My husband Brendon and I enjoy spending time with our son, Weston, and our daughter, Chase. We also value our time spent with family and close friends. My hobbies include: watching sporting events, golfing, boating, reading and volunteer work.

I enjoy providing people with opportunities to grow and learn through personal development workshops and seminars focused on improving their financial life.

Community participation

  • Westonka Food Shelf Board Member
  • Imara International
  • Homes of Hope
  • Ronald McDonald House
  • Feed My Starving Children
  • Heartland Community Action Agency
  • Together we Rise
  • Second Harvest Heartland
  • The Sheridan Story

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.

Awards & recognition

  • Forbes Top Women Wealth Advisors, 2018, 2020
  • Forbes Best-in-State Wealth Advisors, 2018-2020
  • Working Mother Top Wealth Advisor Moms, 2018-2020
  • Ameriprise Chairman's Advisory Council, 2014-2019
  • Ameriprise Circle of Success, 2008-2019
  • Five Star Wealth Manager, 2012-2018

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLTC® Certified Long Term Care®

Education

  • Bachelor of Arts, Hamline University, St. Paul, MN
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