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Our financial advice team


Meghanne Svatos

Meghanne Svatos

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Cordian Wealth
17
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

  • Investments
  • Retirement Income Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Family Finances
  • Investment Management
  • Insurance
  • Small Business
  • Tax Planning Strategies

Interests

  • My favorite pastime is spending time with my husband and three children. We love to get outside and explore Charlotte and the surrounding communities. On a cold or rainy day, we are just as happy to stay inside making crafts, baking and playing board games.
  • It's not unusual to find me finishing a suspenseful novel at 1 am. I am part of a book club and I really enjoy that time with my friends.
  • I love cheering on my alma mater, the University of Iowa Hawkeyes!
  • I spent time travelling Germany, Austria and Switzerland in college. We dream of exploring the world with our kids one day.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • University of Iowa, Bachelor's Degree
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Community participation

I am a member of Women United, a leadership group of women affiliated with the United Way. With a passion for our community, we are creating a legacy of impact, and inspiring women throughout our area to learn, support and engage in the work of United Way. I'd love to share more with you about the work we're doing in the Carolinas.

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.”

  • United Way