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Our financial advice team


Samantha Cowley, Financial Advisor serving the Duluth, MN area - Ameriprise Advisors

Samantha Cowley

APMA, CRPC

Financial Advisor

Echelon Wealth Partners
10
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

  • Insurance
  • Investments
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Family Finances

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • College of St. Scholastica, Bachelor of Science Nursing

Awards & recognition

  • Echelon Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Echelon Wealth Partners, Ameriprise Client Experience Award, 2023

Community participation

Interests

I enjoy spending time with my family, golfing and reading.

Honored to receive recognition

All of us at Echelon Wealth Partners are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Echelon Wealth Partners team and the great experience we work so hard to provide for our clients every day.

The Client Experience Award is earned by a practice based on four measurable statistics that reflect the value of goal-based advice to our clients: Client Experience Rating; percentage of clients over a certain asset level in Advice Relationships; percentage of clients over a certain asset level with regular contact and, once the practice has exceeded a minimum amount of Net Flows, the percentage of Net Flows derived from Assets Under Management.