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Megan Westbrook, Private Wealth Advisor serving the Vancouver, WA area - Ameriprise Advisors

Megan Westbrook

CRPC, APMA

Private Wealth Advisor

Managing Director
Westbrook, Bloomquist & Associates
21
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
  • Investment Management
  • Saving for Education
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Business Administration, 2003 Gonzaga University

Awards & recognition

  • Forbes Best-in-State Women Wealth Advisors, 2022- 2024
  • Ameriprise Circle of Success, 2015 - 2023
  • Westbrook, Bloomquist & Associates, Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Ultimate Digital Excellence Award, 2022

Community participation

Volunteer at Oregon & Washington Food Bank

Volunteer at My Sons', Carter and Owen's, School

Interests

  • Spending time with family, especially my husband, Ryan and our sons, Carter and Owen
  • Traveling
  • Going to sporting events, especially University of Oregon Football games
  • Watching my Alma Mater Gonzaga Bulldogs' sporting events