Lisa Irby Gaddis - Ameriprise Financial Services
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Lisa Irby Gaddis - Ameriprise Financial Services is a Birmingham-based financial advisory firm led by Lisa Irby Gaddis, a Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC). With a team of experienced professionals, they offer a range of financial advisory services and utilize digital tools for collaboration. Their expertise includes asset management, estate planning, retirement planning, and investment strategies.
As an accredited financial advisor, Lisa Irby Gaddis holds various certifications such as AAMS, ADPA, AEP, AIF, APMA, AWMA, BFA, CAP, CAS, CASL, CDFA, CEP, and CFA. These designations demonstrate her comprehensive knowledge and expertise in areas such as wealth management, estate planning, philanthropy, and investment analysis. With a commitment to ethical practices and a focus on client needs, Lisa Irby Gaddis and her team provide valuable insights and guidance to individuals and small business owners in Birmingham, AL.
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