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Our financial advice team


Amy Burgess, Financial Advisor serving the Miami, FL area - Ameriprise Advisors

Amy Burgess

CFP®, APMA

Financial Advisor

AllTides Wealth Group
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Insurance
  • Small Business
  • Saving for Education
  • Social Security Retirement Benefits

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BS, Business Administration University of Florida 2008

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