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Our financial advice team


Carlos A Amaris, Financial Advisor serving the Fort Myers, FL area - Ameriprise Advisors

Carlos A Amaris

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
PAMG Advisors
30
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 3 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Investment Management

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Awards & recognition

  • PAMG Advisors, Ameriprise Client Experience Award, 2021
  • Five Star Wealth Manager, 2023

Previous experience

  • First Union Brokerge Services Inc., 1994-2000
  • First Union Securities, Inc., 2000-2002
  • Banc of America Investment Services, Inc., 2002-2009
  • Fifth Third Securities, Inc., 2009-2011
  • Merrill Lynch, Pierce, Fenner and Smith Inc., 2011-2018

Community participation

Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as Music Foundation of Greater Naples, Literacy Volunteers of Collier County, Susan G. Komen & NCH Safe & Healthy Children's Coalition .