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Jaime Anderson, Private Wealth Advisor serving the Richardson, TX area - Ameriprise Advisors

Jaime Anderson

CRPC®

Private Wealth Advisor

Harmony Financial Advisory Group
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 1 reviews

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

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investment Management
  • Saving for Education
  • Intergenerational Planning
  • Charitable Giving

Interests

  • Supporting Others/Volunteer Efforts
  • Multiple Sclerosis
  • Women's Leadership
  • Financial Planning
  • Travel
  • Outdoor Activities
  • Flower Arranging

Awards & recognition

  • Ameriprise Circle of Success, 2020-2021
  • Harmony Financial Advisory Group, Ameriprise Client Experience Award, 2020-2021
  • Working Mother Top Wealth Advisor Moms, 2021
  • Forbes Best-in-State Women Wealth Advisors, 2022

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7
  • Series 66
  • Texas Life and Health

Education

  • Bachelor of Arts; University of North Texas, Denton

Community participation