Skip to main content

Our financial advice team


Christina McCaughey, Financial Advisor serving the New York, NY area - Ameriprise Advisors

Christina McCaughey

RICP®

Financial Advisor

Managing Partner of
Iron Birch Advisors
14
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 7 reviews

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
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Intergenerational Planning
  • Investments

Qualifications

  • RICP® Retirement Income Certified Professional®

Education

  • Bachelor’s Degree in Economics from the University of Connecticut

Professional associations

  • Chief - a private network of women leaders

Previous experience

  • Financial Consultant AXA Advisors, LLC, 2015 – 2018, New York, NY
  • Managing Director, Futures & OTC Clearing Sales, State Street Global Exchange, 2013 – 2014, New York, NY
  • Director of Futures Clearing Sales, Barclays Capital Inc., 2007 – 2011 New York, NY

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

  • City Harvest - Nov 2021