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Our financial advice team


Alison Brandt, Financial Advisor serving the Geneva, IL area - Ameriprise Advisors

Alison Brandt

Financial Advisor

Business Financial Advisor
Heart Stone Financial
27
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

  • Women's Financial Strategies
  • Small Business
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Business Retirement Plans
  • Family Finances
  • Domestic Partner Planning
  • Estate Planning Strategies

Education

  • BA in English & Philosophy, Purdue University, 1992

Awards & recognition

  • Five Star Wealth Manager, 2013 - 2016

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

  • Volunteer at Northern Illinois Food Bank, to help feed families in need.
  • Serve as chairperson for my high school reunions.
  • Member of The Elks, South Haven and The Moose (Women of the Moose), South Haven, Michigan.
  • Basketball Coach for my 3rd grade daughter.
  • AVIC (Art Volunteers in the classroom), Wild Rose Elementary School, St. Charles, IL

Interests

  • I love spending time in South Haven, Michigan with my family
  • I enjoy "antiquing", reading, cooking and being outdoors
  • Mostly, I love family and being with our four young kids