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Charla K McIntyre Fields, Private Wealth Advisor serving the Hurst, TX area - Ameriprise Advisors

Charla K McIntyre Fields

MBA

Private Wealth Advisor

Fields Wealth Management

An Ameriprise Private Wealth Advisor

28
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

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Employee Stock Options
  • Estate Planning Strategies
  • Insurance
  • Retirement Plan Distribution

Education

  • MBA, Finance, Louisiana State University, Shreveport, LA 1996
  • BA, Business Administration, Westminster College, Fulton, MO, 1993

Awards & recognition

  • Inducted to Barron’s Hall of Fame (for ranking 10 years on Barron’s Top 100 Advisor lists), 2022
  • Fields Wealth Management, Forbes Best-in-State Wealth Management Teams, 2024
  • Barron’s Top 1,200 Financial Advisors, 2014-2024
  • Barron's Top 100 Women Financial Advisors, 2013-2024
  • Barron’s Top 100 Independent Financial Advisors, 2020, 2023-2024
  • Ameriprise Chairman's Advisory Council, 2002-2024
  • AdvisorHub Advisors to Watch (under $1Bil), 2024
  • AdvisorHub Advisors to Watch (over $1Bil), 2022
  • AdvisorHub Women Advisors to Watch, 2023
  • Ameriprise Circle of Success, 2010-2023
  • Five Star Wealth Manager, 2012-2016, 2018-2024
  • Financial Times 400 Top Financial Advisers, 2018-2020
  • Forbes Best-in-State Wealth Advisors, 2018

Community participation

Marine Toys for Tots - Annually our office collects toys in December to help less fortunate children share in the magic of the holidays

Mobile Food Pantry for Mission Central Metroplex in Hurst, Texas

Volunteers for First United Methodist Church in Hurst, Texas

Daughters' Girl Scout Troop volunteer

Interests

I am a proud resident of Keller, Texas with my husband of 27 years, Oren, and daughters Adeline, Eleanor and Evelyn. In my free time, I love being able to spend quality time with my family. Children grow up so fast and I want to enjoy every moment.

Honored to be recognized in Barron’s

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. Barron’s has recognized this dedication by including me on their 2024 Top 100 Independent Financial Advisors list. I’m honored, and I’d like to thank my hard-working team and our loyal clients for making this recognition possible. I look forward to continuing our work together!