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Our financial advice team


Deborah Federick, Private Wealth Advisor serving the Frisco, TX area - Ameriprise Advisors

Deborah Federick

BFA, CRPC, APMA, CDFA®

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Milestone Partners
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.8 out of 5 rating based on 16 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 Income Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Qualifications

  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • CDFA® Certified Divorce Financial Analyst
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Group 1 - Life, Health, & Variable Annuity

Education

  • Bachelor of Social Work from the University of Texas at Austin

Awards & recognition

  • Forbes Best-in-State Women Wealth Advisors, 2023-2024
  • Five Star Wealth Manager, 2012-2022
  • Ameriprise Circle of Success, 2020-2022
  • Milestone Partners, Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Ultimate Digital Excellence Award, 2021-2022

Professional associations

  • Association of Women Executives
  • BloomSelect- Elite Peer Network of Female Financial Advisors

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

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company and a Military Friendly® Employer. * As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.

Interests

My family means the world to me. My husband, three boys and my little lady keep our home lively and smiling all the time! When I'm not embracing the wonders of parenthood, I enjoy spending time with my mom, sister and aunt scoping out the latest in fashion.