Ameriprise Financial Services, LLC
Financial Advisors
· Lexington, VA
Published in partnership with Katherine E Crow - Private Wealth Advisor, Ameriprise Financial Services, LLC
Book online anytime
Katherine E Crow is a Private Wealth Advisor with Ameriprise Financial Services specializing in comprehensive financial planning for individuals and families. With multiple advanced certifications including CRPC, AAMS, AWMA, and AEP credentials, she provides expertise in asset management, estate planning, retirement planning, investment strategies, and wealth management. Katherine serves clients in the Lexington and Staunton area with personalized financial guidance tailored to their long-term goals.
Best for: High-net-worth individuals, Business owners planning for succession, Families with complex estate planning needs, Retirees seeking comprehensive wealth management
Service area: Lexington, VA and surrounding areas including Staunton, VA
Multiple Advanced Certifications: Holds specialized credentials in wealth management (AWMA), estate planning (AEP, CEP), investment fiduciary standards (AIF), and retirement planning, demonstrating deep expertise across comprehensive financial planning domains.
Comprehensive Financial Services: Provides integrated planning covering asset allocation, estate planning, retirement strategies, tax planning, investment management, and risk management rather than focusing on a single service area.
Ameriprise Financial Partnership: Backed by Ameriprise Financial Services, providing access to institutional resources, research, and investment management capabilities for high-net-worth clients.
Book online: Book Online Now →
Phone: (540) 464-6161
Address: 6 E Washington St, Lexington, VA 24450 (Get directions)
Website: ameripriseadvisors.com