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Ted Trafton, Financial Advisor serving the Providence, RI area - Ameriprise Advisors

Ted Trafton

CFP®, CRPC

Financial Advisor

Associate Vice President
PWI Wealth Partners
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 7 reviews
See disclosures

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
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Domestic Partner Planning
  • Investments
  • Estate Planning Strategies
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Bates College, BA Philosophy

Awards & recognition

  • Five Star Wealth Manager, 2014-2024
  • Ameriprise Ultimate Digital Excellence Award, 2021 & 2022
  • PWI Wealth Partners, Ameriprise Client Experience Award, 2020-2023

Professional associations

  • Estate Planning Council of Rhode Island

Previous experience

  • Merrill Lynch, Providence, RI, 2006-2008
  • Research Assistant, Brown Medical School, Dept. of Orthopaedics, Bioengineering Laboratory, 2002-2006

Community participation

  • Board Member & Past Chair - Children's Wishes
  • Board Member & Investment Committee Chair- The Gordon School
  • Past Volunteer Soccer Coach - Barrington Youth Soccer Association
  • Past Board of Governors & Treasurer - The Hope Club
  • Past Board Member - College Hill Neighborhood Association
  • Past Board Member - Rhode Islanders Sponsoring Education

Interests

  • Spending time with my wife, sons, family & friends
  • Skiing & Sailing
  • Travel
  • Playing Backgammon
  • Indoor Cycling