Karen O’Rourke Achieves Ameriprise Private Wealth Advisor Status
Bedford, NH – August 2023 – Karen O’Rourke, CFP®, CRPC™, APMA™, BFA™ with Rise Private Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. has become an Ameriprise Financial Private Wealth Advisor. O’Rourke works in the Bedford, NH office and has become part of the 18 percent of approximately 10,000 Ameriprise financial advisors to achieve this status.1
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 providing a comprehensive approach to financial planning and advice, complete specialized training and achieve exceptional business results.
As a private wealth advisory practice, Rise Private Wealth Management provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with their clients. For more information, please contact Adam Mulia at 603.606.4255 or visit his website Karen O'Rourke, Private Wealth Advisor in Bedford, NH (ameripriseadvisors.com).
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years2. With extensive investment advice, asset management 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.