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Our financial advice team


Keith Smith, Financial Advisor serving the Vienna, VA area - Ameriprise Advisors

Keith Smith

AAMS, CRPC

Financial Advisor

Generations Wealth Management

An Ameriprise Platinum Financial Services® Advisor

23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 4.9 / 5 rating based on 11 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Saving for Education
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Insurance

Qualifications

  • AAMS™ Accredited Asset Management Specialist™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • BS, Marketing, Wright State University, Dayton, OH

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.

Interests

  • Big Miami Dolphins Fan
  • Spending time with family
  • I am an aficionado of bourbon