Deana Healy, CFP®
Deana Healy, CFP®, is Vice President of Financial Planning & Advice for Ameriprise Financial. Healy and her team are responsible for executing the overall financial advice strategy at Ameriprise, including advice operations, policy and sales enablement, which drives the firm’s more than 10,000 financial advisers to help clients meet their goals with confidence. In addition, Healy oversees the firm’s Advanced and Specialty Advice offering with a particular focus on high-net-worth clients and those with complex situations.
Healy has nearly 25 years of experience within the financial services industry. She joined Ameriprise as a financial adviser before advancing in roles within the corporate office in the areas of financial planning, advice, technology, service and adviser training.
Healy is a CERTIFIED FINANCIAL PLANNER™ professional. She holds a Master of Arts from Princeton University and a Bachelor of Arts from Wellesley College.
Website: www.ameriprise.com | Facebook: www.facebook.com/Ameriprise
Instagram: www.instagram.com/ameriprise
Latest articles by Deana Healy, CFP®
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From Piggy Banks to Portfolios: A Financial Planner's Guide to Talking to Your Kids About Money at Every Age
From toddlers to young adults, all kids can benefit from open conversations with their parents about spending and saving. Here's what to talk about — and when.
By Deana Healy, CFP®
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Give Now or Leave an Inheritance? How to Balance the Options
You've saved enough money for retirement. But can you afford to give some to family or good causes — and when is best? These are the key points to consider.
By Deana Healy, CFP®
