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Our financial advice team


Alex Vilfordi, Financial Advisor serving the Dallas, TX area - Ameriprise Advisors

Alex Vilfordi

APMA, CEPA®

Financial Advisor

Associate Vice President
The Vilfordi Group
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Family Finances
  • Business Retirement Plans
  • Small Business
  • Estate Planning Strategies
  • Intergenerational Planning
  • Insurance
  • Retirement Planning Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • CEPA® Certified Exit Planning Advisor®

Interests

  • Sports
  • Hunting
  • Dog owner
  • Cooking