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Our financial advice team


Richard B Arno, Financial Advisor serving the Atlanta, GA area - Ameriprise Advisors

Richard B Arno

Financial Advisor

Windsor Oak Wealth Management
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
BUSINESS MOBILE
404.566.6891
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Family Finances
  • Tax Planning Strategies
  • Insurance
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Intergenerational Planning

Qualifications

  • Series 7, 63, 65 Life Health Annuity

Education

  • BS in Management, Georgia Tech, Atlanta GA

Community participation

Our FMB Team participated in Ameriprise Day of Service – June 3rd.
Our FMB Team participated in Ameriprise Day of Service – June 3rd.

Atlanta Alliance on Developmental Disabilities (Volunteer)

Food Well Alliance

Our FMB Team participated in Ameriprise June Day of Service. We planted, watered, weeded, harvested at the Food Well Alliance “Tapestry” Community Garden in Atlanta. The volunteer program works to support gardens and nonprofit urban farms across the greater Atlanta area by providing garden planning assistance, seed donations and volunteer work days. What a great way to serve others!

Interests

I am an active member in the community, and I've devoted countless hours to helping others. One of my volunteering focus efforts has been with the Atlanta Alliance on Developmental Disabilities. My wife Sheryl and I have three children.