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CERTIFIED FINANCIAL PLANNER™ professional
Using our exclusive
approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.
Registered Operations Leader
More about me
Series 7, 63 and 65 - Rhode Island Insurance license
Roles & Responsibilities
Marianne has been with Ameriprise Financial since 1999 and has 15 years of experience in the financial industry. Marianne is responsible for all aspects of client service and office management.