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Nicole E Magnusson, Financial Advisor serving the Wilmington, DE area - Ameriprise Advisors

Nicole E Magnusson

APMA, CRPC

Financial Advisor

Point To Point Wealth Planning
5
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

  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Women's Financial Strategies
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Saving for Education
  • Insurance
  • Investment Management
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Estate Planning Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7 and 66 Licenses
  • Life, Accident, and Health Insurance Licenses

Education

  • Bachelor of Science, Human Services, University of Delaware, Newark, DE

Awards & recognition

  • Point To Point Wealth Planning, Forbes Best-in-State Wealth Management Teams, 2022-2023
  • Point To Point Wealth Planning, Ameriprise Client Experience Award, 2023-2024
  • Delaware Business Times 40 Under 40, 2023

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 and advocating for underserved populations are both passions near and dear to my heart as a former foster youth and adoptee. I've been involved in nonprofits since I was 17 years old. The quote "If not me - who? If not now - when?" has kept me going with the nonprofits and initiatives in which I've been involved.

  • Board Member for Children & Families First of Delaware
  • Volunteer at REACH Riverside in Wilmington
  • Young Founder for the Fund for Women
  • Volunteer at the Food Bank of Delaware
  • Former Vice President of the New Castle Jaycees
  • Mentored for Big Brothers Big Sisters of Delaware

Interests

Connecting with nature is important to me and keeps me grounded so I spend time walking through the beautiful parks and gardens in and around Delaware, enjoying the beaches, and seeking out new horticulture and environmental clean-up events.

Gastronomic experiences, bourbon tastings, sommelier events, local and international travel, singing and listening to music, volunteering with local nonprofits, and connecting with friends and family are also things that bring me joy and keep me energized.

Point to Point Wealth Planning Mission Statement

Improving lives through collaboration to forge your future with purpose.