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Our financial advice team


Donald H Westermeyer Ameriprise Financial Advisor

Donald H Westermeyer

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Further Financial Group
48
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

  • Charitable Giving
  • Employee Stock Options
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business

Interests

  • I enjoy cooking and gardening
  • I participate in breeding, raising and showing Great Danes
  • I enjoy the art of entertaining with Magic
  • I enjoy designing jewerly

Community participation

Will Ramsey Memorial Endowment Fund

Awards & recognition

  • Ameriprise Diamond Ring Club , 2012
  • Five Star Wealth Manager, 2012
  • Ameriprise Circle of Success, 2012

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Bachelor of Arts Degree
  • DALBAR Rated Financial Professional

Education

  • B.A., 1981, Business Administration, Thomas More College, Covington, KY
  • Certified Financial Planner, 1993, College for Financial Planning, Greenwood Vil