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Vicki Marsh, Financial Advisor serving the Cincinnati, OH area - Ameriprise Advisors

Vicki Marsh

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Copper Path Financial Advisors
30
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 8 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

  • Domestic Partner Planning
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7
  • Series 66
  • Health, Life and Variable Annuities

Community participation

  • Cincinnati Zoo
  • Cincinnati SPCA
  • Cincinnati Lab Rescue

Interests

  • I enjoy playing golf and tennis
  • I enjoy horseback riding
  • I enjoy playing with my dog Jasper