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Elizabeth Stokes, Private Wealth Advisor serving the Bloomington, MN area - Ameriprise Advisors

Elizabeth Stokes

CFP®, APMA

Private Wealth Advisor

Fathom Advisors
16
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 Planning Strategies
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Science - University of Missouri
  • Columbia, Missouri

Awards & recognition

  • Forbes Top Women Wealth Advisors, 2020, 2021
  • Forbes Best-in-State Women Wealth Advisors, 2022
  • Forbes Best-in-State Wealth Advisors, 2022
  • Fathom Advisors, Ameriprise Client Experience Award, 2020, 2021
  • Working Mother Top Wealth Advisor Moms, 2020, 2021
  • Five Star Wealth Manager, 2022

Professional associations

  • Toastmasters
  • Tri Delta Alumni Association

Previous experience

  • Morgan Stanley - Financial Advisor, 2006-2009

Community participation

  • Gillette Children's Hospital
  • Feed My Starving Children
  • Junior League

Interests

  • Downhill skiing with my family
  • Golfing in the Ladies League at Deer Run
  • Family bonfires
  • Watching PeeWee hockey
  • Planting flowers and gardening
  • Game nights & wine with the ladies of Victoria
  • Anything on Lake Minnetonka