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Our financial advice team


Steven Bissonnette Ameriprise Financial Advisor

Steven Bissonnette

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Rise Private Wealth Management
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Estate Planning Strategies
  • Charitable Giving
  • Sustainable and Responsible Investing

Interests

Active in supporting the Arts community in the North Country.

Community participation

President of Northern Gateway Regional Chamber of Commerce, 2010-2013

Auctioneer, Benefit Auction - White Mountains Garden Club, Bethlehem NH, July 2014. Benefit Auction - Weathervane Theater, Whitefield NH, July 2014

Master of Ceremonies for North Country Moose festival in VT, 2015 - 2017

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • AAMS® Accredited Asset Management Specialist℠

Education

  • Southern NH University, B.S. Accounting and Finance

Previous experience

  • Financial Advisor with Edward Jones, 2007-2010
  • Financial Advisor at Steve Bissonnette LPL, 2010-3013
  • Financial Advsior with Ameriprise Financial Services, Inc, 2014-present
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