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David Bouffard, Private Wealth Advisor serving the Middlebury, CT area - Ameriprise Advisors

David Bouffard

MBA

Private Wealth Advisor

Fiduciam Financial
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
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
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments

Education

  • BA Economics, College of William and Mary 1999-2003
  • MBA Finance, University of Connecticut 2009-2011

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Ameriprise Circle of Success, 2013-2015

Community participation

Charity Golf Tournaments including:

  • Friends of the Thomaston Opera House
  • Charlie Ormsby Memorial Golf Classic
  • Thomaston Rotary
  • Watertown Rotary
  • Camp Care Therapeutic Riding Center
  • Supporter of local theatre
  • Member of Northwestern Connecticut Chamber of Commerce
  • Member of Young Professionals Organization
  • National Day of Service
  • Walk for MS - National MS Society

Interests

  • My Core Values are: Autonomy, Health, Family, Integrity, and Relationships
  • Member of the American Institute of Economic Research
  • Avid Golfer
  • Cross Fitter
  • Recreational Boxer

My photos

5 albums
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David Bouffard may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

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