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Keith Prevost, Private Wealth Advisor serving the Cary, NC area - Ameriprise Advisors

Keith Prevost

Private Wealth Advisor

Franchise Owner
Six5 Financial Planning Group

An Ameriprise Private Wealth Advisor

23
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 11 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
  • Retirement Plan Distribution
  • Financial Strategies for LGBTQ Couples and Families
  • Executive Compensation and Benefit Strategies
  • Social Security Retirement Benefits
  • Family Finances
  • Saving for Education
  • Domestic Partner Planning
  • Business Retirement Plans
  • Tax Planning Strategies

Awards & recognition

  • Ameriprise Circle of Success, 2021-2024
  • Ameriprise Ultimate Digital Excellence Award, 2023

Previous experience

  • United States Navy, Nuclear Machinist Mate First Class, 1986-1995

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