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David Solomon, Private Wealth Advisor serving the Columbia, MD area - Ameriprise Advisors

David Solomon

CFP®, CRPC, APMA

Private Wealth Advisor

Franchise Owner
Centennial Wealth Management
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

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Economics, B.S., University of Maryland, College Park, 1995

Awards & recognition

  • Ameriprise Circle of Success, 2011-2023
  • Five Star Wealth Manager, 2012 - 2024
  • Centennial Wealth Management, Forbes Best-in-State Wealth Management Teams, 2024
  • Forbes Best-in-State Wealth Advisors, 2023
  • Ameriprise Ultimate Digital Excellence Award, 2023

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 currently sit on the board of directors for the Lucky Duck Foundation, a foundation that raises money for scholarships for people with special needs to help them with their various therapies. This cause holds a special place in my heart, as I have a special needs child myself and know how difficult this can be for families financially.

Interests

  • I love spending time with my wife, Deb, and our son, Jeremy. We make it a point to prioritize spending time with our family and extended family. Jeremy is a roller coaster buff so we love to explore different amusement parks on vacation to experience new thrills!
  • Anyone that knows me knows that I am passionate about movies and music. I have music on as much as possible and enjoy a variety of movies from the classics to new releases. My wife, Deb, and I enjoy our typical Saturday when we can go out and have a nice lunch and see a movie.
  • I also participate in and run both a fantasy baseball and fantasy football league.