Financial Advisors
Boca Raton, FL
Thais Piotrowski is a CFP-certified Private Wealth Advisor at Ameriprise Financial Services in Boca Raton, specializing in comprehensive wealth management, investment planning, estate planning, and retirement strategies for high-net-worth individuals and families. With credentials including AWMA, AEP, APMA, and multiple specialized certifications, she provides personalized financial planning that addresses asset allocation, tax efficiency, insurance needs, and long-term wealth transfer strategies.
Ideal for: High-net-worth individuals, families with complex estate planning needs, business owners, pre-retirees and retirees
Service area: Boca Raton and surrounding South Florida communities
Multiple Advanced Certifications: Holds CFP, AWMA, AEP, APMA, and CRPC designations demonstrating expertise in wealth management, estate planning, and investment analysis — credentials earned through rigorous coursework and examination.
Comprehensive Wealth Services: Addresses investment planning, retirement strategies, estate planning, tax planning, insurance needs, and specialized planning for high-net-worth clients and small business owners.
Ameriprise Financial Partnership: Backed by Ameriprise Financial Services, a major national financial services firm, providing access to research, tools, and institutional resources for client portfolios.
Address: 1875 Corporate Blvd NW Ste 210, Boca Raton, FL 33431
Phone: (561) 952-0664
Website: ameripriseadvisors.com
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