Heather Smith Ameriprise Financial

TEAM Chapter: north-dallas

Title: Financial Advisor

Industry: Financial Planner


Business Description

Financial advice, investment management, and protection planning for owners of small to medium-sized businesses.

Year Business Was Founded


Previous Business Experience

Prior to becoming a financial advisor with Ameriprise, I spent more than 20 years working in information technology leadership positions in various fields, including telecommunications, healthcare, and online dating.

What Sets Your Business Apart?

My business is not transactional. Every engagement starts with a comprehensive review of the client's entire financial picture, and advice and recommendations are presented to help clients get started now, with the understanding that options can change as their business needs evolve.

What are Some Keywords that Represent Your Business?

Who is Your Ideal Client?

A small to medium-sized business owner whose needs have become more complex because they no longer have access to group retirement savings plans or insurance benefits and now need advice and options on how to replicate them for their own individual needs and/or offer them to their employees.

Professional Affiliations

Certified Financial Planner Professional, CFP Board Women In Insurance and Financial Services 100 Women in Finance


5960 Berkshire Lane
Suite 1200
Dallas, Texas 75225


(214) 546-5396
(214) 546-5396


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