News
Tim McClurg Receives Certified Exit Planning Advisor Designation
Charlottesville, VA – October 2, 2024 – Tim McClurg ChFC®, CLU®, CEPA® a financial advisor, Risk Mitigation and Wealth Transfer Specialist with OakHeart Financial Group a private wealth advisory practice of Ameriprise Financial Services, LLC in Charlottesville, has achieved the professional designation of Certified Exit Planning Advisor (CEPA®) through The Exit Planning Institute. Tim McClurg successfully completed the rigorous requirements including course work and examinations which cover how to
Erik Ott Honored As A Best-in-State Next-Generation Wealth Advisor
August 8, 2024 – Erik Ott, CFP®, APMA™ a Private Wealth Advisor with Ameriprise Financial in Midlothian, Virginia was named to the list of “Forbes Best-in-State Next-Generation Wealth Advisors” published by Forbes. The list recognizes “next-generation” financial advisors who have demonstrated high levels of ethical standards, professionalism and success in the business. The rankings are based on data provided by over 29,000 of the nation’s most productive advisors. Ott was chosen based on assets under
Kristen Hardy Honored As One of the Top Women Financial Advisors to Watch by AdvisorHub
Charlottesville, VA July 1, 2024– Kristen Hardy, CFP, a Private Wealth Advisor with Ameriprise Financial, Inc. in Charlottesville, VA, was recognized as one of the top “Women Advisors to Watch” by AdvisorHub, a publication covering the wealth management industry. AdvisorHub recognizes elite financial advisors who represent the future of the industry, based on their innovation, professionalism, and success in the business. Hardy was chosen based on her growth, the quality of practice, and character. The