Pat Cotherman - Ameriprise Financial Services

Ameriprise Financial Services in Annapolis, MD, is dedicated to helping clients achieve their financial goals through personalized advice and comprehensive financial planning. With a network of over 10,000 advisors, they offer tailored recommendations and regular meetings to ensure clients feel confident and in control of their financial futures. The firm emphasizes the importance of understanding individual values and needs, providing access to a range of investment options and digital tools for tracking progress. Advisors possess various professional designations, ensuring they are equipped with the knowledge and skills necessary to guide clients effectively in areas such as asset management, estate planning, and investment fiduciary practices. Generated from the website

Kevin Collison is a financial advisor at Ameriprise Financial Services in Annapolis, MD, offering personalized financial advice to help clients achieve their financial goals. With a range of professional designations, including CFP, AAMS, and AEP, he brings extensive expertise in areas such as investment strategies, estate planning, and retirement planning. Collison's qualifications also include certifications in behavioral finance, wealth management, and divorce financial analysis, enabling him to address diverse client needs effectively. His commitment to ethical practices and ongoing education ensures that clients receive knowledgeable and reliable financial guidance. Generated from the website

At Bayspan Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Annapolis, MD area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.