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Our financial advice team


Alex D'Augelli, Financial Advisor serving the Boca Raton, FL area - Ameriprise Advisors

Alex D'Augelli

CFP®, AWMA℠, APMA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
D'Augelli & Associates
11
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

  • Investments
  • Insurance
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Intergenerational Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • AWMA℠ Accredited Wealth Management Advisor™
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • University of Central Florida-Bachelor's Degree, Finance- 2009-2013

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

We volunteer twice a year for the Ameriprise National Day of Service at The Soup Kitchen of Boynton Beach. We sort through food donations to help families in our community. We became involved with this organization because here at D'Augelli & Associates, we believe everyone should have enough food to eat.

  • The Soup Kitchen of Boynton Beach