Trevor Smith
Paraplanner at Ameriprise Financial Services, Llc
Based in Houston, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Houston
Industry
Financial Services
Company size
18K
Contact information
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t•••••••@ameriprise.com
Phone
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Background
About Trevor Smith
Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life.
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