Brian Hamilton - Private Wealth Advisor, Ameriprise Financial Services, LLC

Brian Hamilton is a seasoned Private Wealth Advisor at Ameriprise Financial Services, LLC, located in North Canton, Ohio. With a commitment to providing personalized financial advice and wealth management services, Brian Hamilton helps clients achieve their financial goals through a comprehensive and customized approach.

Certifications and Expertise:

Brian Hamilton holds several prestigious certifications that underscore his expertise and dedication to the field of finance:

1. Accredited Asset Management Specialist (AAMS™)

This certification requires adherence to a strict code of ethics and completion of coursework that addresses real-world asset management needs. Brian is well-versed in asset allocation, investment strategies, estate planning, and insurance products.

2. Accredited Domestic Partnership Advisor (ADPA™)

Brian has completed specialized studies in wealth transfers, federal taxation, retirement planning, and financial and medical end-of-life needs for domestic partners, demonstrating his ability to handle complex financial situations.

3. Accredited Estate Planner (AEP®)

Awarded by the National Association of Estate Planners & Councils, this designation signifies Brian's advanced training in estate planning, having completed graduate-level courses and meeting specific professional requirements.

4. Accredited Investment Fiduciary (AIF®)

This designation highlights Brian's comprehensive knowledge of fiduciary practices, ensuring he adheres to ethical standards and continues his professional education.

5. Accredited Portfolio Management Advisor (APMA™)

Brian has gained expertise in client assessment, risk/return analysis, investment objectives, and modern portfolio theory.

6. Accredited Wealth Management Advisor (AWMA℠)

This certification signifies Brian's advanced knowledge in asset management, investment performance, estate planning, and risk management for high-net-worth clients.

7. Behavioral Financial Advisor

Brian is trained to help clients make better financial decisions through self-awareness, effective decision-making, and relationship management.

8. Chartered Advisor in Philanthropy (CAP®)

This certification equips Brian with the tools to help clients articulate and advance their philanthropic goals.

9. Certified Annuity Specialist (CAS®)

Brian provides expert advice on fixed-rate and variable annuities.

10. Chartered Advisor for Senior Living (CASL®)

Brian has in-depth training on issues impacting seniors and those planning for retirement.

11. Certified Divorce Financial Analyst (CDFA®)

Specializing in financial issues surrounding divorce, Brian provides valuable insights during this challenging time.

12. Certified Estate Planner (CEP®)

Brian leads the way in comprehensive estate planning, supporting financial, legal, and tax professionals.

13. Certified Exit Planning Advisor (CEPA®)

Brian is trained in exit planning, helping entrepreneurs maximize their company's value in mergers and acquisitions.

14. Chartered Financial Analyst (CFA®)

Brian is a securities analyst, money manager, and investment advisor with graduate-level training.

15. CERTIFIED FINANCIAL PLANNER™ (CFP®)

Recognized as a standard of excellence, this certification ensures Brian meets high standards of ethics and expertise in personal financial planning.

16. Certified Fund Specialist (CFS®)

Brian has advanced knowledge of mutual funds and portfolio construction.

17. Chartered Financial Consultant (ChFC®)

This robust credential underscores Brian's expertise in financial planning.

18. Chartered Special Needs Consultant (ChSNC®)

Brian is equipped to manage the complexities of planning for families with special needs.

19. Certified Investment Management Analyst (CIMA®)

Brian has extensive training in asset allocation, due diligence, and risk measurement.

20. Certified Kingdom Advisor (CKA®)

Brian offers biblically wise financial advice and personal and spiritual growth.

21. Certified in Long-Term Care (CLTC®)

This certification focuses on long-term care planning for middle-aged clients.

22. Chartered Life Underwriter (CLU®)

Brian holds the highest designation in the life insurance profession, emphasizing retirement planning and financial planning needs.

23. Certified Military Financial Advisor (CMFA®)

Brian is trained to serve veterans, active duty, Reserve, and National Guard members.