Robert J Morris - Private Wealth Advisor, Ameriprise Financial Services, LLC
8235 Ymca Plaza Drive, Baton Rouge, LA 70810
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Location & Phone number
8235 YMCA Plaza Dr STE 401, Baton Rouge, LA 70810, United States
About the Business
Robert J Morris is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 8235 YMCA Plaza Drive in Baton Rouge, Louisiana, United States. Robert holds various certifications such as 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®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications reflect Robert's expertise in asset management, retirement planning, estate planning, investment management, and financial planning for individuals, retirees, small business owners, and high net worth clients. As a Certified Military Financial Advisor®, Robert is also trained to serve veterans and active duty military personnel. With a focus on ethics and continuing education, Robert is dedicated to providing comprehensive financial advice and planning services to his clients.
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