Certified financial planner in Montgomery, AL
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John (JJ) Hughes - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenJohn (JJ) Hughes is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 4121 Carmichael Road in Montgomery, Alabama, United States. John holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate John's expertise in asset management, estate planning, retirement planning, investment strategies, and more. John is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethical practices and continuing education, John is committed to helping clients achieve their financial goals and secure their financial future.
4121 Carmichael Rd #301, Montgomery, AL 36106, United States -
Cindy S Cornette - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedCindy S Cornette is a financial advisor at Ameriprise Financial Services, LLC located at 2835 Zelda Road in Montgomery, Alabama. Cindy holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Cindy's expertise in asset management, estate planning, retirement planning, investment management, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Cindy is equipped to provide you with comprehensive financial advice tailored to your unique needs. Contact Cindy S Cornette at Ameriprise Financial Services, LLC for expert guidance on your financial journey.
2835 Zelda Rd Ste 7 & 8, Montgomery, AL 36106, United States -
Merrill Lynch Financial Advisor Teresa S Bechard
● ClosedMerrill Lynch Financial Advisor Teresa S Bechard, located at 4001 Carmichael Road in Montgomery, Alabama, offers personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. Recognized as one of Forbes' "Best-in-State Wealth Management Teams" in 2024, Teresa and her team at Merrill Lynch are dedicated to providing exemplary client service. With access to the investment insights of Merrill and the banking solutions of Bank of America, they work to help you pursue your financial goals through personalized wealth management strategies. By understanding your goals and priorities, they can create a flexible plan to navigate today's changing market conditions. Whether you are planning for retirement, saving for a home, or funding a child's education, Teresa Bechard and her team can help you make informed investment decisions to achieve your goals. As a Certified Financial Planner, Teresa is registered to do business in multiple states, providing personalized financial advice and guidance to help you live your best financial life.
4001 Carmichael Rd 5th Floor, Suite 500, Montgomery, AL 36106, United States
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