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Our financial advice team


Sylvia Frattallone, Private Wealth Advisor serving the Ada, MI area - Ameriprise Advisors

Sylvia Frattallone

ChFC®, CLU®, APMA, AEP®, CDFA®, CRPC

Private Wealth Advisor

Franchise Owner
Frattallone Wealth Management Group

An Ameriprise Private Wealth Advisor

30
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

  • Investments
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Divorce Financial Planning
  • Wealth Preservation Strategies
  • Intergenerational Planning

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • APMA™ Accredited Portfolio Management Advisor™
  • AEP® Accredited Estate Planner®
  • CDFA® Certified Divorce Financial Analyst
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • B.B.A., 1994, Industrial Marketing and Psychology, Western Michigan University
  • Graduate Certificate, 2005, Business Succession Planning, The American College

Awards & recognition

  • Ameriprise Circle of Success, 2012-2023
  • Ameriprise Circle of Success Diamond Ring, 2018

Professional associations

  • National Association of Insurance and Financial Advisors
  • The Million Dollar Round Table
  • The Economic Club of Grand Rapids, Member, Grand Rapids, MI
  • West Michigan Estate Planning Council
  • Order of Sons and Daughters of Italy in America

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

I participate in numerous community fundraising events, including Feeding America, D.A. Blodgett St. John's, The Women's Resource Center, American Cancer Society, Parkinson's Research, and Habitat for Humanity, just to name a few.

Interests

I enjoy spending time with family and friends. I enjoy boating, reading, and dining out. When not dining out, I especially enjoy cooking healthy foods and Italian cuisine.