Milenda Kilby, CRPC TM, APMA TM is part of the Batavia office of Ameriprise Financial Services, LLC. as an associate financial advisor. She practices with Fieldstone Private Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC. Their office is located at 219 East Main Street, Batavia.
“Mindy’s passion for helping clients address their financial concerns and delivering personalized investment, retirement, and estate planning makes her a wonderful team player,” said Mark Woodward, CFP ®, CLTC ®, APMA TM, owner of Fieldstone Private Wealth.
“I am thrilled to be a part of Fieldstone Private Wealth because of our strong, positive reputation in the community and the way we provide exemplary service to clients,” said Kilby.
She has 17 years of experience with Ameriprise Financial. Fieldstone Private Wealth has served the Western New York area for 30-plus years. Kilby graduated from the State University of New York at Buffalo with a degree in Business Administration.
As a private wealth advisory practice, Fieldstone Private Wealth provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with their clients. For more information, please contact Mark Woodward at 585-344-1262, visit the Ameriprise office at 219 East Main Street, Batavia or visit their website www.fieldstoneprivatewealth.com.
Mark E. Woodward, CFP®, CLTC®, APMA TM, a Private Wealth Advisor with Fieldstone Private Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC. in Batavia, has qualified for the company’s Circle of Success annual recognition program and will be honored for this achievement in 2024.
To earn this achievement, Woodward established himself as one of the company’s top advisors. Only a select number of high-performing advisors earn this distinction.
He has 30 years of experience with Ameriprise Financial. As a private wealth advisory practice, Fieldstone Private Wealth provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with their clients.
For more information, please contact Mark Woodward at 585-344-1262, visit the Ameriprise office at 219 East Main Street, Batavia, or visit their website at www.fieldstoneprivatewealth.com.
Fieldstone Private Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC, in Batavia, has earned the Ameriprise Client Experience Award for 2023.
Fieldstone Private Wealth was honored with this award because its ability to consistently deliver personalized, goal-based advice and exceptional client service. Award recipients earned an overall client satisfaction rating equal to or greater than 4.9 out of 5.0 and maintained stellar business results.
The award represents an elite group of Ameriprise advisors recognized as leaders for their commitment to making a difference in the lives of their clients.
As a private wealth advisory practice, Fieldstone Private Wealth provides financial advice that is anchored in a solid understanding of client needs and expectations and is delivered in one-on-one relationships with their clients.
For more information, please contact Mark Woodward at 585-344-1262 or visit the Ameriprise office at 219 East Main Street, Batavia.
