The 30 Best Behavioral finance in Austin, Texas

The Graduate School of Business Building is a state-of-the-art facility located at 100 West 21st Street in Austin, Texas. This modern and prestigious institution provides a dynamic and innovative learning environment for graduate students pursuing degrees in business. The building features cutting-edge technology, spacious classrooms, collaborative workspaces, and a dedicated faculty to support students in their academic and professional growth. With its prime location in the vibrant city of Austin, students have access to a thriving business community and endless opportunities for networking and career advancement. The Graduate School of Business Building is truly a hub for excellence in business education.

Innovetive Petcare is a veterinary care institution located at 10800 Pecan Park Boulevard in Austin, Texas, United States. As the next generation of veterinary partnership, we believe in supporting local veterinary clinics and their strong community ties. We handle the business operations so that our partners can focus on providing exceptional medical care to pets and their owners. When you join Innovetive Petcare, whether as a clinic or employee, you become part of a veterinary family that cares about your success, happiness, and personal development. We believe that exceptional pet care comes from exceptional teams, and we strive to create a collaborative and supportive atmosphere for all our partners.

Tres Palmer - Financial Advisor, Ameriprise Financial Services, LLC is a comprehensive financial institution located at 108 Wild Basin Road South, Austin, Texas, United States. Specializing in finance, Tres Palmer offers a range of services to meet the diverse needs of individuals and businesses. The institution boasts a team of highly qualified professionals with a variety of certifications and designations, 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 designations demonstrate expertise and commitment to providing top-notch financial advice and services to clients. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Tres Palmer - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to helping you achieve your financial goals with professionalism and integrity.

Embark is a finance institution located at 801 Barton Springs Road in Austin, Texas, United States. Our focus is on optimizing finance, accounting, and technology for our clients, with a unique company culture that supports our elite consultants in transforming how businesses utilize people, processes, and systems. Our practices address specific business challenges, elevating decision-making and bandwidth during times of need. Our teams deliver excellence within their core areas while collaborating to solve broader problems. Meet Emerge, a new company and solution from Embark. We can help you navigate the final SEC climate disclosure rules and guide you on your compliance journey. Learn how to transition from Audit to ERP Pro and become a NetSuite Consultant, and explore factors to consider when considering NetSuite pricing.

M C Tyer - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 11675 Jollyville Road, Austin, Texas, United States. The institution offers a range of certifications and designations to its advisors to ensure they provide expert financial advice to their clients. These certifications include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 cover a wide range of topics such as asset management, estate planning, retirement planning, and investment strategies. The advisors at M C Tyer - Private Wealth Advisor are highly qualified and dedicated to providing top-notch financial services to their clients.

Barry Wood - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 1707 Foggy Glen Cove in Austin, Texas, United States. Barry Wood 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®, 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®. Barry Wood is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethics and continuing education, Barry Wood ensures that clients receive top-notch guidance and support in all aspects of financial planning and management. Contact Barry Wood - Financial Advisor, Ameriprise Financial Services, LLC for comprehensive and personalized financial solutions tailored to your specific needs and goals.

William Everly – Financial Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 11675 Jollyville Road, Austin, Texas, United States. William Everly holds multiple certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, William Everly provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Additionally, William Everly is trained in behavioral finance and holds certifications in specialized areas such as divorce financial analysis, estate planning, and exit planning. As a Certified Financial Planner™ and Chartered Financial Analyst®, William Everly is dedicated to providing excellence in personal financial planning and investment management. Contact William Everly – Financial Advisor, Ameriprise Financial Services, LLC for expert advice on your financial goals and needs.

Cheryl Lee is a Financial Advisor at Ameriprise Financial Services, LLC located at 4131 Spicewood Springs Road, Austin, Texas, United States. Cheryl Lee 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Cheryl Lee specializes in asset management, retirement planning, estate planning, investment strategies, and financial planning for individuals, retirees, small business owners, and high net worth clients. Cheryl Lee is dedicated to providing comprehensive and personalized financial advice to help clients achieve their financial goals.

Scott A Miller - Financial Advisor, Ameriprise Financial Services, LLC, located at 11675 Jollyville Road, Austin, Texas, United States, offers a wide range of financial services. The institution provides expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. Scott A Miller holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating a commitment to professional excellence and ethical standards. The institution also specializes in areas such as behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, estate planning, exit planning, and more. With a team of highly qualified professionals, Scott A Miller - Financial Advisor, Ameriprise Financial Services, LLC, is dedicated to providing comprehensive and personalized financial advice to clients.

Randy Stewart is a financial advisor at Ameriprise Financial Services, LLC located at 10415 Morado Circle, Austin, Texas, United States. Randy 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®, 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®. Randy provides expert financial advice on asset management, retirement planning, estate planning, and investment opportunities for individuals, retirees, small business owners, and high net worth clients. Randy is dedicated to upholding the highest ethical standards and providing comprehensive financial planning services to meet the unique needs of each client."

Lethe C Burns is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 11675 Jollyville Road, Austin, Texas, United States. Specializing in finance, Lethe C Burns holds various 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®, CFP®, 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 expertise in areas such as asset management, retirement planning, estate planning, investment analysis, and more. Lethe C Burns is dedicated to providing comprehensive financial planning services to individuals and businesses, ensuring their financial goals and needs are met with professionalism and integrity.

Tom Uhl - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 9442 North Capital of Texas Highway, Austin, Texas, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 cover various aspects of financial planning and asset management, providing clients with expert advice and guidance. Tom Uhl is dedicated to helping individuals and businesses achieve their financial goals through personalized and professional services.

Eric Pomerantz - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 11675 Jollyville Road, Austin, Texas, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications cover a variety of financial planning areas such as asset management, estate planning, retirement planning, investment management, and more. The institution prides itself on providing expert financial advice and services to individuals seeking to secure their financial future.

Michael Mark Eisenmenger is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 11675 Jollyville Road, Austin, Texas, United States. He holds multiple 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 his expertise in various financial areas such as asset management, retirement planning, estate planning, investment management, and insurance products. His commitment to excellence and dedication to serving clients in the most comprehensive and professional manner make him a trusted advisor in the finance industry.

Brianna Kuehmstedt is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 11675 Jollyville Road, Austin, Texas, United States. She holds several prestigious 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®. Brianna specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. She is dedicated to upholding the highest ethical standards and continuously expanding her knowledge and expertise in asset management, investment strategies, estate planning, retirement planning, and more. Whether you are looking to secure your financial future, plan for retirement, or navigate complex financial situations, Brianna Kuehmstedt is here to help with her extensive experience and commitment to excellence in financial advisory services.

John Williams is a Financial Advisor at Ameriprise Financial Services, LLC located at 8310-1 North Capital of Texas Highway, Austin, Texas, United States. John holds various 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®, CFP®, Certified Fund Specialist, ChFC®, 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 his expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. John is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact John Williams for comprehensive financial planning services tailored to your needs.

Jordon Jellison - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4810 Spicewood Springs Road, Austin, Texas, United States. Jordon Jellison holds various 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®, CFP®, 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 expertise in areas such as asset management, retirement planning, estate planning, investment strategies, and more. Jordon Jellison is dedicated to providing comprehensive financial advice to individuals, small business owners, retirees, and high net worth clients.

Trent LaMonica - Ameriprise Financial Services, LLC is a finance institution located at 8310-1 North Capital of Texas Highway, Austin, Texas, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 cover a variety of financial planning topics and specialize in areas such as asset management, retirement planning, estate planning, investment strategies, and more. The institution is dedicated to providing comprehensive financial services to individuals and businesses, ensuring they meet the highest standards of professionalism and ethics in the industry.

Nora Castro - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 9442 North Capital of Texas Highway in Austin, Texas, United States. Nora Castro 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®, 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 her expertise in various areas of financial planning, investment management, estate planning, and more. Nora Castro is dedicated to providing personalized wealth management services to her clients, helping them achieve their financial goals and secure their financial future.

Elisabeth Uhl, a Financial Advisor at Ameriprise Financial Services, LLC, located at 9442 North Capital of Texas Highway in Austin, Texas, offers a range of financial services to individuals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Elisabeth Uhl is well-equipped to assist clients with asset management, investment strategies, estate planning, retirement planning, and other financial needs. The institution also offers specialized certifications such as Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), Certified Divorce Financial Analyst, and many more. With a commitment to ethical practices and ongoing education, Elisabeth Uhl provides comprehensive financial planning services to help clients achieve their financial goals.

Tony Franzago is a Financial Advisor at Ameriprise Financial Services, LLC located at 10415 Morado Circle, Austin, Texas, United States. He holds various 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. Tony specializes in providing financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. He is committed to upholding the highest standards of ethics and professionalism in the finance industry. Contact Tony Franzago for expert advice on asset management, investment strategies, estate planning, retirement planning, and more.

Mike Bintliff is a Financial Advisor at Ameriprise Financial Services, LLC located at 9442 North Capital of Texas Highway, Austin, Texas, United States. Mike 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, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, CLU®, Chartered Life Underwriter Designation®, and CFMA®. These certifications demonstrate Mike's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Mike is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Mike Bintliff at Ameriprise Financial Services for expert financial guidance.

Justin Montandon - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 10415 Morado Circle in Austin, Texas, offers a wide range of financial services for individuals looking to manage their wealth effectively. With various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠, Justin Montandon is equipped to provide expert advice on asset management, retirement planning, estate planning, and investment strategies. Additionally, Justin Montandon holds certifications in Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With a focus on providing comprehensive financial planning services, Justin Montandon is dedicated to helping clients achieve their financial goals and secure their financial future.

Rey Garza - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 9442 North Capital of Texas Highway, Austin, Texas, United States. The institution offers a range of certifications and designations 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®, 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 cover various aspects of financial planning and management, ensuring that advisors are equipped to provide expert advice to individuals and businesses. The institution is committed to upholding a code of ethics and providing comprehensive training to its advisors to help clients achieve their financial goals.

Wes Garner - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 8300 North Mopac Expressway, Austin, Texas, United States. The institution offers a range of 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in various areas of finance, from asset management and investment strategies to estate planning and retirement planning. Wes Garner - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to helping individuals navigate their financial goals and make informed decisions for their future.

Mark A Goodin is a financial advisor at Ameriprise Financial Services, LLC located at 4810 Spicewood Springs Road in Austin, Texas. Mark holds several prestigious certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®), APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, and Behavioral Financial Advisor certification. He is also a Chartered Advisor in Philanthropy® (CAP®), CAS® designation holder, CASL® credential holder, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), 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®. Mark is also a Certified Military Financial Advisor® (CFMA®). With his expertise in various financial planning areas, Mark A Goodin is well-equipped to provide comprehensive financial advice and support to his clients.

Keith P Ford - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 11675 Jollyville Road in Austin, Texas, United States. The institution offers a wide range of services and certifications to meet the diverse financial needs of individuals and businesses. Keith P Ford holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing expertise in asset management, estate planning, retirement planning, and investment strategies. The institution also offers specialized certifications in areas such as behavioral finance, philanthropy, divorce financial analysis, and exit planning. With a commitment to excellence and ethics, Keith P Ford - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to providing high-quality financial advice and services to help clients achieve their financial goals.

Lee Ann Penick is a Financial Advisor at Ameriprise Financial Services, LLC located at 8820 Business Park Drive in Austin, Texas, United States. Lee Ann holds various 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®. Lee Ann specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Lee Ann is dedicated to upholding the highest ethical standards and staying current on the latest investment strategies and financial planning techniques. Contact Lee Ann Penick at Ameriprise Financial Services, LLC for expert advice on asset management, investment opportunities, estate planning, insurance products, and more.

Jim Bailey is a Financial Advisor at Ameriprise Financial Services, LLC located at 4131 Spicewood Springs Road, Austin, Texas, United States. Jim 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®, 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 Jim's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Jim Bailey can provide personalized financial advice to help you achieve your financial goals.

Eric Ross is a financial advisor at Ameriprise Financial Services, LLC located at 11675 Jollyville Road in Austin, Texas, United States. Eric holds various 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 Eric's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. As a trusted financial advisor, Eric is committed to providing personalized and comprehensive financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Contact Eric Ross at Ameriprise Financial Services for expert financial guidance tailored to your unique financial goals and needs.