Alan Finkelstein

Q: What is Alan Finkelstein email address?

Email Alan Finkelstein at lindakenny@bellsouth.net and e.kitzman@nmscolo.org. This email is the most updated Alan Finkelstein email found in 2026.

Q: How to contact Alan Finkelstein?

To contact Alan Finkelstein send an email to lindakenny@bellsouth.net or e.kitzman@nmscolo.org. If you want to call Alan Finkelstein try calling on +19548997273 and +19546381772. (updated on October 23, 2024)

Vice President Investments at Ameriprise Financial Services, Inc. | Boca Raton, Florida, United States

About Alan Finkelstein

Alan Finkelstein serves as the Vice President of Investments at Ameriprise Financial Services, Inc., where he leverages his extensive expertise in financial planning and investment strategy to guide clients toward achieving their long-term financial goals. With a strong focus on estate planning, Alan is adept at navigating the complexities of wealth transfer and asset protection, ensuring that his clients' legacies are preserved for future generations. His role involves not only managing investment portfolios but also providing comprehensive financial advice that encompasses tax-efficient strategies and retirement planning.

Under Alan's leadership, key projects have included the development of innovative investment solutions tailored to meet the unique needs of high-net-worth individuals and families. He has spearheaded initiatives that integrate advanced financial technologies, enhancing the client experience through streamlined processes and improved accessibility to investment insights. Alan's commitment to ongoing education and professional development keeps him at the forefront of industry trends, allowing him to provide informed guidance on market dynamics and regulatory changes that impact investment strategies.

Alan's proficiency in estate planning is complemented by his ability to communicate complex financial concepts in an easily digestible manner, fostering strong relationships built on trust and transparency. His dedication to client success is evident in the personalized service he provides, ensuring that each client feels confident and informed about their financial decisions. As a thought leader in the financial services industry, Alan Finkelstein continues to make a significant impact at Ameriprise Financial, helping clients navigate their financial journeys with clarity and purpose.

Alan Finkelstein Work

Vice President Investments at Ameriprise Financial Services, Inc. in February 2011 to Present

Vice president at Janney Montgomery Scott LLC in March 2000 to February 2011

Vice President at Paine Webber in February 1992 to March 2000

Alan Finkelstein Skills

Estate Planning

About Alan Finkelstein's Current Company

Ameriprise Financial Services, Inc.

Discover more about Ameriprise Financial Services, Inc.

Frequently Asked Questions about Alan Finkelstein

What is Alan Finkelstein email address?

Email Alan Finkelstein at [email protected] and [email protected]. This email is the most updated Alan Finkelstein email found in 2026.

What is Alan Finkelstein phone number?

Alan Finkelstein phone number is +19548997273 and +19546381772.

How to contact Alan Finkelstein?

To contact Alan Finkelstein send an email to [email protected] or [email protected]. If you want to call Alan Finkelstein try calling on +19548997273 and +19546381772. (updated on October 23, 2024)

What company does Alan Finkelstein work for?

Alan Finkelstein works for Ameriprise Financial Services, Inc.

What is Alan Finkelstein's role at Ameriprise Financial Services, Inc.?

Alan Finkelstein is Vice President Investments

What industry does Alan Finkelstein work in?

Alan Finkelstein works in the Financial Services industry.