Advisor profile


My approach

Joe Scroggins - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Joe Scroggins - My approach photo

Areas of focus

  • Investment Management
  • Family Finances
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Intergenerational Planning
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life, Health & Variable Annuity Insurance Licensed

Education

  • University of Illinois at Urbana-Champaign, BS, Marketing

Interests

Scuba diving.

Running and working out.

Community participation

  • Big Brothers Big Sisters of Greater St. Louis/Big Brother Since 2001
  • Mentor St. Louis/Mentor Volunteer Since 2002
  • St. Louis Beta Theta Pi Club Board--Treasurer
  • Village of University Place Board--Treasurer
  • Metro St Louis Illini Club Board--Treasurer

Professional associations

  • University of Illinois Alumni Association

Previous experience

  • Financial Advisor, Morgan Stanley, St Louis, MO, 1991-2009