Advisor profile


My approach

Vincent Dotterweich - 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.

Vincent Dotterweich - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Estate Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Saving for Education
  • Small Business
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Financial Planning Specialist Designation
  • International Business Certification

Education

  • 1991, B.S. Finance, Mount Ida College
  • 1989, Associates Accounting, Chamberlian Jr. College

Interests

  • My wife Cheryl, daughters Taylor & Morgan, and I currently reside in Sarasota, FL.
  • I enjoy traveling, golf, fishing and working out.

Community participation

  • Committed to my prior community in New Jersey I serve on:

Awards & recognition

  • Five Star Wealth Manager, 2018