CAPTRUST Financial Advisors

Joseph De Largy is a financial advisor at Ameriprise Financial Services in Kansas City, MO, offering personalized financial advice to help clients achieve their financial goals. With a range of professional qualifications, including Accredited Asset Management Specialist and Certified Financial Planner, he is well-equipped to address diverse financial needs. His expertise encompasses various areas such as investment strategies, estate planning, and retirement planning, ensuring clients receive comprehensive support tailored to their unique situations. De Largy’s commitment to ethical practices and ongoing education underscores his dedication to providing high-quality financial advisory services. Generated from the website

Milton Luce - Ameriprise Financial Services, located in Kansas City, MO, offers personalized financial advice aimed at helping clients achieve their financial goals through a dedicated network of over 10,000 advisors. Their services include tailored investment strategies, regular progress reviews, and digital tools to ensure clients feel confident and in control of their financial futures. Each advisor possesses distinct areas of expertise, allowing clients to find a professional that aligns with their specific financial needs. Ameriprise Financial holds several accolades, including recognition for understanding client values and providing outstanding service based on customer satisfaction ratings. Generated from the website

Idonna Bragg is a dedicated financial advisor at Ameriprise Financial Services in Kansas City, MO, committed to helping clients achieve their financial goals through personalized guidance and support. With access to over 10,000 advisors, clients can find one that best aligns with their unique needs and objectives. Ameriprise Financial prioritizes understanding clients' values and providing tailored financial advice, including diversified portfolio recommendations and regular progress reviews. The advisors at Ameriprise possess a range of qualifications and certifications, ensuring a professional approach to financial planning and investment management. Generated from the website