Banking and Wealth Management - Page 20

Are You a Sales Professional

SPONSORED CONTENT Wealth & Legacy / Wealth Management

JASON M . PLATT
MBA , CFP ® , Financial Advisor Vice President of Ameriprise Financial Institutions Group
A financial advisory practice of Ameriprise Financial Services , LLC
AMERIPRISE FINANCIAL SERVICES , LLC
40 Sockanosset Cross Rd . Cranston , RI 02920 401-495-3999 jason . platt @ ampf . com
I provide personalized financial advice to help you achieve your goals , today and in the future . Together , we ’ ll document your goals , track your progress and adjust to whatever life brings — both the expected and the unexpected . With regular reviews of your goals , anytime access to your investments , and digital tools to help you stay on track , I can help you feel confident , connected and in control of your financial life .
ameripriseadvisors . com / jason . platt
His areas of focus : Sustainable and responsible investing , small business , tax planning strategies , women ’ s financial strategies , retirement planning strategies , social security retirement benefits , saving for education , retirement income strategies , investment management , insurance , retirement , plan distribution , investments , business retirement plans , wealth preservation strategies , cash flow , management strategies and family finances .
Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value
Certified Financial Planner Board of Standards , Inc . ( CFP Board ) owns the CFP ® certification mark , the CERTIFIED FINANCIAL PLANNER certification mark , and the CFP ® certification mark ( with plaque design ) logo in the United States , which it authorizes use of by individuals who successfully complete CFP Board ’ s initial and ongoing certification requirements . Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success . Ameriprise Financial and the financial institution are not affiliated . Securities offered by Ameriprise Financial Services , LLC . Member FINRA and SIPC .
Wealth & Legacy / Wealth Management
The team ( left to right ): Nolin Frias , Kevin Tremor , Christopher Ricci , Harold “ Skip ” Briggs , Jr ., Kimberly DeAngelis , Dawn Filliatreault Wood , Candace Furtado

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BRIGGS ADVISORY GROUP
24 Albion Rd . Suite 440 Lincoln , RI 02865 401-334-3400 briggsadvisory . com
Briggs Advisory Group works with many families and individuals that are retirees , professionals , business owners and trustees , both locally and throughout the country . Briggs Advisory Group works in conjunction with clients ’ legal and tax professionals so their financial plans are implemented , and carried out in a costeffective , tax-efficient , and coordinated manner .
Are You a Sales Professional
Scanning This Magazine for Leads ?
If so , and you are considering a new challenge , perhaps we should meet for coffee and a confidential conversation .
We are one of Rhode Island ’ s only locally-owned , statewide media companies , with a thirty-plus year track record . We ’ re looking for a driven , hard-working , organized , creative solution-seeker , preferably with local media sales experience , to join our talented and growing sales team and represent a highly respected brand . The position offers a base salary and commission structure plus a generous benefits package .
For information contact Kieran Keating , Associate Publisher / Sales , at 401-649-4888 , kkeating @ rimonthly . com
142 RHODE ISLAND MONTHLY l AUGUST 2022