Marco Lima, CFP® Achieves Ameriprise Private Wealth Advisor Status
PARSIPPANY, N.J., Oct. 2, 2014 /PRNewswire/ -- Marco Lima, CFP® has become an Ameriprise Financial Private Wealth Advisor. Lima, with an office in Parsippany, NJ, is one of approximately 9 percent of the nearly 10,000 Ameriprise financial advisors to achieve this status.
Lima is part of Morris Retirement Advisors, a private wealth advisory practice of Ameriprise Financial Services, Inc. Ameriprise Private Wealth Advisors provide personalized client service and are dedicated to meeting the complex and unique financial needs of their clients. To become eligible for this status, advisors must be experienced in serving affluent clients, maintain high client satisfaction scores, complete specialized training and achieve superior business results.
As an Ameriprise Private Wealth Advisor, Lima is focused on providing advice and financial solutions for clients with high asset levels. He is knowledgeable on a variety of topics and strategies including retirement, tax and estate planning, insurance and asset management. Morris Retirement Advisors is located at 3799 US Hwy 46, Suite 100, Parsippany, NJ 07054. Lima can be reached at 973.928.8752 or via www.ameripriseadvisors.com/marco.x.lima
At Ameriprise Financial, we have been helping people feel confident about their financial future for over 115 years. With outstanding asset management, advisory and insurance capabilities and a nationwide network of 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs. For more information, visit ameriprise.com or www.ameripriseadvisors.com/marco.x.lima
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC.
© 2014 Ameriprise Financial, Inc. All rights reserved.
Contact: Carol Kupetz
Morris Retirement Advisors
Phone: 973.971.3905
SOURCE Morris Retirement Advisors
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