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Anita Stephens, Private Wealth Advisor serving the Metairie, LA area - Ameriprise Advisors

Anita Stephens

CRPC

Private Wealth Advisor

StellarPath Private Wealth Advisors

An Ameriprise Private Wealth Advisor

40
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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Intergenerational Planning
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Investment Management
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Women's Financial Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • B.S., Accounting - University of Holy Cross - New Orleans, LA
  • P. C., Accounting Fundamentals - Tulane SoPA (Tulane University) - New Orleans, LA

Awards & recognition

  • Ameriprise Circle of Success, 2022–2023
  • Ameriprise Circle of Success Diamond Ring, 2022
  • StellarPath Private Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2024

Previous experience

  • Ameriprise Financial, Private Wealth Advisor, New Orleans, LA & The Villages, FL, 2006–Present
  • American Express Financial Advisors (now Ameriprise), Financial Advisor, New Orleans, LA, 1987–2005
  • IDS Financial Services (now Ameriprise), Financial Advisor, New Orleans, LA, 1984–1986
  • McDermott International, Project Management Accountant, New Orleans, LA, 1978–1983

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Community participation

  • Juvenile Diabetes Research Foundation (JDRF)
  • Dollars for Scholars Chapter of The Villages
  • The Villages Louisiana Club
  • LSU Tiger Athletic Foundation
  • Our Mother of Mercy Outreach Ministry - Wildwood, FL
  • St. Vincent de Paul Food Pantry - Wildwood, FL

Interests

  • Traveling
  • Gardening
  • Decorating
  • Spending time with family and friends
  • Visiting the children during holidays
  • Cooking
  • Eating crawfish
  • Wine
  • Watching feel good movies on The Hallmark Channel
  • The Villages, FL
  • RVing