Advisor profile


My approach

Tracy L Edwards - 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.

Tracy L Edwards - My approach photo

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Employee Stock Options
  • Wealth Preservation Strategies
  • Insurance
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠

Interests

I love the great outdoors: Fishing, Hiking, Camping, Scuba Diving & Kayaking

I also enjoying cycling and playing pool and chess.

Community participation

I have been active with the Emporia Area Chamber of Commerce for almost 20 years, where I have served as many roles, including Chairman of the Board.

I also currently volunteer with Camp Alexander and as a board member for Emporia Friends of the Zoo.

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.