Our financial advice team

Annie Pereyra, Financial Advisor serving the Rye Brook, NY area - Ameriprise Advisors

Annie Pereyra

Financial Advisor

Rise Private Wealth Management
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
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Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Charitable Giving
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Insurance
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Education

  • B.A. Liberal Studies with Concentration in Math/Business Economics, SUNY Purchase, 2007

Awards & recognition

  • Rise Private Wealth Management, Barron’s Top 250 Private Wealth Management Teams, 2024-2025
  • Rise Private Wealth Management, Forbes Best-in-State Wealth Management Teams, 2024-2025
  • Rise Private Wealth Management, Ameriprise Client Experience Award, 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

As a Board Member for Camino al Exito in Pawling, New York, I help with overall strategy and development (fundraising) and working closely with both Co-Founders. Camino's mission is to empower and strengthen low-income youth and their families within the Hudson Valley by providing bi-lingual access to education, health, and legal resources that improve personal skills to uplevel available life opportunities.

Animal rescue is close to my heart, especially Wagging Tails Dog Rescue NY in Thornwood and Korean K-9 Resue in Astoria, NY, where I found my "soul doggies", a Yorkie from Brooklyn and a Morkie from Arkansas.

Interests

Enjoy group fitness classes, hot yoga (gelato a bit more :) and love gardening on the weekends.

Also on weekends, I spend a lot of time at the beach, boardwalk and biking around town.

Have a strong interest in current events and global happenings, and make it a point to stay informed every day.

Connect with us

Annie Pereyra may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

CA Insurance #4437156

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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