Sherald Hill - Financial Advisor, Ameriprise Financial Services, LLC

Sherald Hill is a distinguished financial advisor affiliated with Ameriprise Financial Services, LLC, located at 1570 Omega Drive in Pittsburgh, Pennsylvania. With a robust portfolio of certifications and designations, Sherald is equipped to provide comprehensive financial planning and advisory services tailored to meet the unique needs of individuals, retirees, small business owners, and domestic partners.

Certifications and Expertise:

1. Accredited Asset Management Specialist (AAMS™): Sherald adheres to a stringent code of ethics and has completed rigorous coursework focusing on real-world asset management scenarios. Expertise includes asset allocation, investment strategies, estate planning, and insurance products.

2. Accredited Domestic Partnership Advisor (ADPA™): Specializes in wealth transfers, federal taxation, retirement planning, and end-of-life financial and medical needs for domestic partners.

3. Accredited Estate Planner (AEP®): Awarded by the National Association of Estate Planners & Councils, this designation signifies advanced training in estate planning for professionals such as attorneys, CPAs, and trust officers.

4. Accredited Investment Fiduciary (AIF®): Demonstrates a comprehensive understanding of fiduciary practices, ensuring ethical and effective management of client investments.

5. Accredited Portfolio Management Advisor (APMA™): Proficient in client assessment, risk/return analysis, and modern portfolio theory, ensuring tailored investment strategies.

6. Accredited Wealth Management Advisor (AWMA℠): Offers advanced knowledge in asset management, estate planning, tax planning, and risk management for high net worth clients.

7. Behavioral Financial Advisor: Trained to help clients make better financial decisions by improving self-awareness, decision-making, and relationship management.

8. Chartered Advisor in Philanthropy (CAP®): Provides tools to help clients achieve philanthropic goals for themselves, their families, and society.

9. Certified Annuity Specialist (CAS®): Expert in fixed-rate and variable annuities, offering clients informed advice on annuity investments.

10. Chartered Advisor for Senior Living (CASL®): In-depth training on issues impacting seniors and retirement planning.

11. Certified Divorce Financial Analyst: Specializes in addressing financial issues surrounding divorce.

12. Certified Estate Planner™: Leads in the education and support of professionals in the demanding field of estate planning.

13. Certified Exit Planning Advisor®: Trained in preparing entrepreneurs for business exits to maximize enterprise value.

14. Chartered Financial Analyst (CFA®): Holds a prestigious designation for investment professionals, covering a broad range of investment topics.

15. CERTIFIED FINANCIAL PLANNER™ (CFP®): Recognized for excellence in personal financial planning, covering principles, benefits planning, investment planning, and estate planning.

16. Certified Fund Specialist: Advanced knowledge of mutual funds and portfolio construction.

17. Chartered Financial Consultant (ChFC®): Respected credential in financial planning, requiring extensive experience and ethics adherence.

18. Chartered Special Needs Consultant: Manages the complexities of planning for families with special needs children.

19. Certified Investment Management Analyst (CIMA®): Identifies professionals with in-depth management capabilities and rigorous training.

20. Certified Kingdom Advisor®: Offers biblically wise financial advice and personal and spiritual growth.

21. Certified in Long-Term Care: Specializes in long-term care planning, providing critical tools for middle-aged clients.

22. Chartered Life Underwriter (CLU®): Highest level designation in life insurance, covering insurance, investments, taxation, and estate planning.

23. Certified Military Financial Advisor (CFMA®): Trained to serve veterans, active duty, Reserve, and National Guard members.

Sherald Hill is committed to providing personalized financial solutions and expert guidance to help clients achieve their financial goals with confidence and security. Whether you are planning for retirement, managing your estate, or navigating complex financial situations, Sherald's extensive expertise ensures a comprehensive and ethical approach to financial planning.