Geoff Roberts
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Private Wealth Advisor, Ameriprise Financial Services, LLC
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Markets started 2026 under pressure as investors weighed continued uncertainty in the Middle East. Heading into Q2, Ameriprise Financial experts break down recession risk, key emerging-market trends and what recent geopolitical developments could mean for your portfolio.
04/08/2026
They say age is just a number. Social Security says otherwise. Before you file early, let’s connect and look at ways to help maximize your benefits.
04/01/2026
Your income fuels everything from daily expenses to long-term plans. What happens if it stops unexpectedly? Let’s talk about ways to help keep your goals on track, no matter what life brings. Reach out to me today to start the conversation.
03/25/2026
What would make you say, “Yep…this is the retirement I pictured”? Reach out, and we’ll build a strategy to help support the life you want – not just the number you need.
Recent developments in the Middle East have created heightened global uncertainty, including for U.S. investors and consumers. Ameriprise Financial Chief Economist Russell Price offers perspective on how the conflict in Iran may influence the markets and U.S. economy.
03/18/2026
If you want to feel more in control of your finances, start by tracking them. Regularly reviewing statements and other financial records can give you clarity and direction. https://bit.ly/4ja5cNP
03/05/2026
I'm happy to share that my practice is a recipient of the 2025 Ameriprise Client Experience Award! My practice could not have received this award without the support of my team members Laragh Foyle, Tracey Theze, and John Bell. Thank you for all you do to make our practice run smoothly. https://bit.ly/4bqbaZJ
Ameriprise Financial Fixed Income Strategist Brian Erickson breaks down the concept of Federal Reserve independence and why it’s essential to the stability of the broader economy and global markets.
01/28/2026
Even if you’ve hit your contribution limits, there are strategies to help you keep saving in a tax-efficient way. Reach out today to discuss your options.
Ameriprise Financial experts explore key economic drivers, stock market trends and fixed income strategies to help you navigate the year ahead.
01/21/2026
Your income is the engine that powers your lifestyle and goals. Protecting it means protecting your future. Let’s connect to discuss solutions that help keep your plans moving forward.
12/23/2025
Smart money habits start at home.
Recent Ameriprise research reveals that parents shape how kids think about everything from budgeting and savings to credit cards and debt.
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6100 Fairview Road Ste 1105
Charlotte, NC
28211
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| Thursday | 8am - 4:30pm |
| Friday | 8am - 4:30pm |