How are recent market events impacting your finances? Join Rise Private Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC., Private Wealth Advisor, Katie Geery, MBA, CFP®, APMA™, CRPC™, for an informative discussion on factors that may contribute to market volatility and how you can be well-positioned to weather the storm.
During this session, we will discuss current market and economic conditions and the potential implications of volatility moving forward. Our speakers will also provide insight into the importance of having a financial plan in place to help reach your short and long-term goals with confidence during times of uncertainty.
This webinar was held on Wednesday, April 9, 2025.
Katie Geery, MBA, CFP®, APMA™, CRPC™, serves as a Private Wealth Advisor and a Certified Financial Planner™ at Rise Private Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC located in Bedford, NH. With a solid foundation in fee-based financial planning and asset management strategies, she has cultivated a successful career over the past five years. Katie takes great pride in her personalized approach, working closely with each client to deliver tailored financial advice that fosters confidence, simplicity, and success. Beyond her professional commitments, Katie enjoys creating lasting memories through travel with her husband and their two children.
Nick TrombettaNick Trombetta, CFA®, serves as the Director of Investments at Rise Private Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC in Bedford, NH. In his role, Nick also holds the position of chair of the Rise Investment Committee, where he plays a crucial part in guiding the practice to ensure that all investment decisions are made with careful consideration of our clients’ unique needs and values. Earning his Chartered Financial Analyst (CFA) designation in 2016, Nick is among a select group of fewer than 190,000 active charter holders globally. He has consistently engaged with clients, empowering them to make well-informed choices regarding their investment portfolios.
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