Carol Ann Davis, Ameriprise Financial
As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.
My Areas of Focus:
- Family Finances
- Women's Financial Strategies
- Retirement Planning Strategies
- Saving for Education
- Domestic Partner Planning
- Estate Planning Strategies
- Charitable Giving
Good food: I love to experiment with food from all over the world and have the privilege of cooking for students at UW's Covenant House at least once each quarter.
Great culture: Season subscriber at the Seattle Rep (where I met my husband), member of and active participant in the Seattle International Film Festival, volunteer with the PNW Great Books Institute.
Family and friends: I have been blessed with a large and diverse extended family who laugh often and support each other when times are tough. I am also actively involved with my church family at Queen Anne Lutheran and my sisters in business at the Women's Business Exchange.