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Savidge and Associates
A private wealth advisory practice of Ameriprise Financial Services, Inc.
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Our financial advice team
Our advisors
Charles Savidge
Private Wealth Advisor
Learn more about Charles Savidge
Kari Nelson Flores
Financial Advisor
Learn more about Kari Nelson Flores
Our team
Angie Carroll
Operations Manager
angela.l.carroll@ampf.com
919.510.4944
Roles & Responsibilities
NC Notary, since 2013
Over 20 years of Customer Service and Technology experience
Computer Science Degree
Coordinates all client meetings and manages daily operation of back office
Ameriprise employee since 2012
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Kate Samuel
Marketing Manager,
Investment Specialist
kathryn.samuel@ampf.com
919.510.4944
Roles & Responsibilities
Licenses: FINRA series 7, 63, 65
BA in Psychology
Manages social media sites and the coordination of all marketing events
Handles trades and assists in portfolio construction
Ameriprise employee since 2014
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Kelly Tesh
Client Service Coordinator
kelly.tesh@ampf.com
919.510.4944
Roles & Responsibilities
Over 10 years experience in Customer Service
Responsible for client scheduling and providing other office support
Ameriprise employee since 2014
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