Teddi Jo Paulson, divisional manager and training coordinator with Ameriprise Financial, recently received the Accredited Portfolio Management AdvisorSM (APMA) designation from the College of Financial Planning.
Individuals who hold the APMA designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology.
Paulson is part of Legacy Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC.
As a private wealth advisory practice, Legacy Financial Partners provides financial advice that is anchored in an understanding of client needs and expectations and provided in one-on-one relationships with their clients. For more information, call 252-1271 or visit planwithlfp.com .
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