Heath Greenwell, CFP® with Align Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC has become an Ameriprise Financial Private Wealth Advisor. Greenwell is among the 18 percent of approximately 10,000 Ameriprise financial advisors to achieve this status.
Ameriprise Private Wealth Advisors provide personalized client service and are dedicated to meeting their clients’ complex and unique financial needs. To become eligible for this status, advisors must be experienced in providing a comprehensive approach to financial planning and advice, completing specialized training, and achieving exceptional business results.
As a Private Wealth Advisor, Greenwell provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with his clients. For more information, contact Greenwell at 270-684-8424 or visit the Ameriprise office at 2708 New Hartford Road.