Carrie Coats-Ameriprise Financial Advisor

06/21/2026

Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you a day of appreciation and time well spent with those who matter most.

06/17/2026

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

06/09/2026

A growing disconnect between two market forces — AI and consumers — may test the recent stock rally. Ameriprise Financial Chief Market Strategist Anthony Saglimbene explains this widening divide and how it could become a key risk for markets going forward.

06/06/2026

Stock markets can be unpredictable in the short term. See what has to say about today’s activity.

05/26/2026

Do you need to be in Naples full-time to maintain a strong relationship with your financial advisor?

The short answer is no.

Financial planning can stay consistent and accessible year-round, no matter where you live.

05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

05/15/2026

Your kids don’t want the antiques, the porcelain statues, or the VHS tapes from their childhood. What do they want? A clear estate plan, multigenerational financial strategy, and a well-structured will and trust.

Let’s talk about planning that truly leaves a legacy. https://bit.ly/4uQfkkr

05/13/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

05/10/2026

Happy Mother’s Day to all the amazing moms — human and fur moms alike. 💐🐾

Thank you for the love, patience, support, snacks, and cuddles you give every day. Today’s for YOU…❤️