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Tag Archives: private wealth advisor


  MANASSAS, VA – MAY 17, 2016 – James A. Ardaiolo, CFP®, a Private Wealth Advisor with Ameriprise Financial, has qualified for the company’s Circle of Success annual recognition program and will be honored for this achievement in 2016. To earn this achievement, Ardaiolo established himself as one of the company’s top advisors by consistently demonstrating exceptional commitment to financial …

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Finding a Smoother Path to Divorce

By Bennett Whitlock, CRPC® Private Wealth Advisor When a couple decides to end their marriage, they can face a daunting list of costs, paperwork and formalities before their divorce is finalized. A newer development in the legal process for divorce is known as collaborative law. It is designed to help couples find points of agreement, settle issues in a more …

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Bennett C. Whitlock III Achieves Circle of Success Recognition

Lake Ridge, VA –   – Bennett C. Whitlock III, a private wealth advisor with Ameriprise Financial, qualified for and attended the 2014 National Conference, which was held in Boston, Mass. While at the conference, advisors shared best practices with peers and focused on how they can continue to serve clients’ needs with the most current and effective strategies, products …

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Should You Take a “Summer Vacation” from the Stock Market?

By Bennett Whitlock, CRPC® Private Wealth Advisor “Sell in May and go away” is an old saying among some stock investors. It means that as the weather warms up, investors and traders should pay less attention to the stock market, which some believe historically performs best between November and April. They liquidate investments in May and invest again around Halloween. …

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Financial Advice for the Big 4-0

By  Bennett Whitlock,  CRPC ® Private Wealth Advisor You survived the surprise party and put away the gag gifts. Now, at age 40, an important milestone, it’s time to take a serious look at your finances. Although it may be challenging, saving a manage- able amount while time is on your side will allow you to achieve lasting financial security. Tips that can …

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