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Our financial advice team


Michelle L Heide, Private Wealth Advisor serving the Clinton, NJ area - Ameriprise Advisors

Michelle L Heide

CFP®, BFA, CRPC, CDFA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Gentlestone Wealth
33
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

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Investment Management
  • Small Business
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • CDFA® Certified Divorce Financial Analyst
  • BFA™ Behavioral Financial Advisors™

Education

  • BS, Environmental & Business Economics, Cook College, New Brunswick, NJ

Awards & recognition

  • Forbes Top Women Wealth Advisors, 2020-2021
  • Forbes Best-in-State Women Wealth Advisors, 2022-2024
  • Forbes Best-in-State Wealth Advisors, 2021
  • Working Mother Top Wealth Advisor Moms, 2019- 2021
  • WomenCertified, Inc. Women's Choice Award - Financial Advisor , 2014-2022
  • Ameriprise Circle of Success, 2020-2021
  • Gentlestone Wealth, Ameriprise Client Experience Award, 2020-2022
  • Five Star Wealth Manager, 2012-2024

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

Giving back to my community is core to my commitment as a business owner in Hunterdon County. Over the years I have had the privilege to volunteer for many worthy organizations.

My current community participation includes:

Interests

I enjoy spending time outdoors hiking, canoeing, and exploring new places with my husband Dean and two children (Isabelle & Jack). I am an avid reader and love to work out! I'm a life long resident of Hunterdon County and enjoy giving back to our community.

Our Client Expectations

To fully benefit from working with our team these are our expectations to have a long lasting and valuable relationship.

  • You are open to a collaborative advice relationship with our team and will do your best to provide the information we need as things change throughout our relationship.
  • You will provide feedback and thoughts on how you’d like to work together so we can best serve your needs in the way that you prefer.