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Our financial advice team

Camille Gagliardi, Private Wealth Advisor serving the West Hartford, CT area - Ameriprise Advisors

Camille Gagliardi


Private Wealth Advisor

Managing Partner of
Stepping Stone Wealth
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

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Investments
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Small Business


  • I love spending time with my wife Dana and our children: Kelsey, Devon, Meg and Nicky.
  • I visit Cape Cod every summer and love walking through the tide pools.
  • I enjoy photography, golf and reading.

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2019-2022
  • Forbes Best-in-State Women Wealth Advisors, 2022
  • Forbes Top Women Wealth Advisors, 2020-2021
  • Working Mother Top Wealth Advisor Moms, 2017 - 2021
  • Ameriprise Circle of Success, 2007-2020, 2022
  • Stepping Stone Wealth, Ameriprise Client Experience Award, 2021
  • Five Star Wealth Manager, 2012-2014, 2016 - 2019
  • Ameriprise Diamond Ring Club, 2017


  • BFA™ Behavioral Financial Advisor™
  • CIMA® Certified Investment Management Analyst®


  • Mount Holyoke College, Bachelors of Arts, Economics, 1990
  • University of Hartford, Masters of Business Administration, 1995

Previous experience

  • Aetna, Actuarial consultant, 1990-1996

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

Volunteer with Foodshare.

  • Mount Holyoke College - Treasurer - Class of 1990