Advisor photo for Zoe Whitmore

Zoe Whitmore

CFP®, CPWA®, MBA

Private Wealth Advisor
Managing Director of
A private wealth advisory practice of Ameriprise Financial Services, LLC
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

My commitment to clients

As a private wealth advisor, I work with affluent individuals, executives, and families to navigate the complexities of wealth with trust, clarity, and advanced strategy. My focus is on delivering tailored solutions that preserve, grow, and transfer wealth across generations - allowing clients to live life on their terms while leaving a meaningful legacy.

With decades of experience and advanced industry accreditations, I guide clients through every major financial decision and life stage, from structuring tax-efficient investment strategies to optimizing executive compensation, charitable giving, and estate planning.

Areas of Expertise:

•Advanced wealth & investment management

•Executive compensation & equity strategies (stock options, RSUs, NUA)

•Tax-mart estate & legacy planning

•Charitable giving & philanthropic strategy

•Multi-generational wealth planning

•Business owner & private client advisory

I believe that sophisticated financial planning isn’t just about numbers - it’s about aligning wealth with purpose and impact.

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Honored to be recognized in Forbes

I’m thrilled to share that I’ve been included on the 2025 Forbes Best-in-State Wealth Advisors list. This list includes top advisors from across the industry who provide comprehensive financial advice to help clients with the goals that are important to them. Thank you to my clients for trusting me with your financial futures. And thank you to my team for the outstanding service you provide to all of our clients.