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Jean Kim Sears, Financial Advisor serving the Irvington, NY area - Ameriprise Advisors

Jean Kim Sears

Financial Advisor

Sears Advisory Group
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 7 reviews
See disclosures

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

Areas of focus

  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Insurance
  • Estate Planning Strategies
  • Investment Management
  • Small Business
  • Cash Flow Management Strategies
  • Business Retirement Plans
  • Intergenerational Planning
  • Saving for Education

Education

  • B.A. in Economics, Purchase College, Purchase, NY

Awards & recognition

  • Sears Advisory Group, Ameriprise Client Experience Award, 2021

Community participation

  • Rivertowns Rotary
  • Midnight Run
  • Episcopal Dioceses of New York, Global Mission Committee
  • St. Barnabas, Irvington, NY

Interests

My personal passions are feeding people and helping others through many non profit organizations. I am blessed to have a supportive husband for over 30 years and a caring son who will continue my legacy of helping others. At Midnight Run, I've been going to feed the homeless in New York City for two decades. I am active in Rivertowns Rotary to help our communities; Ardsley, Dobbs Ferry, Hastings & Irvington in Westchester, New York.