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Gregory Colin Parsons, Private Wealth Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Gregory Colin Parsons

CFP®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Kuttin Wealth Management
16
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 2 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
  • Investment Management
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Women's Financial Strategies
  • Small Business
  • Cash Flow Management Strategies
  • Investments
  • Financial Strategies for LGBTQ Couples and Families
  • Saving for Education
  • Intergenerational Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • B.S. Finance (Investment Analysis Emphasis) Minnesota State University, Mankato 2009
  • Minor Accounting Minnesota State University, Mankato 2009
  • Minor Economics Minnesota State University, Mankato 2009

Awards & recognition

  • Five Star Wealth Manager, 2019

Previous experience

  • Operations Leader, Private Wealth Practice, Ameriprise Financial, 2017 - 2019
  • Franchise Development, Ameriprise Financial, 2015 - 2017
  • Sr. Sales Manager, Ameriprise Financial, 2012 - 2015
  • Ameriprise Advisor Center Advisor, Ameriprise Financial, 2010 - 2012
  • Paraplanner, Private Wealth Practice, Ameriprise Financial, 2007 - 2010

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

Interests

Live entertainment of all forms!... sporting events, music concerts, travel, block parties, playing cards with the guys, happy hours, plays, musicals, symphony orchestra... you name it! I recently completed a half Ironman event and now, training for a full Ironman. I enjoy a healthy and active lifestyle and believe this is the first step to financial success. My mission is to lead and serve more families, through the certainty of uncertainty. I would love the opportuntiy to serve your family!