News Release – Recognition at Ameriprise Financial
– Anthony J. Leopizzi, CFP®, CLU®, ChFC®, CIMA, A Private Wealth Advisor with Verita Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. in Naples FL, 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, Leopizzi established himself as one of the company’s top advisors. Only a select number of high-performing advisors earn this distinction.
He has 34 years of experience in the financial services industry.
As a Private Wealth Advisor at a private wealth advisory practice, Leopizzi provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with his clients. For more information, please contact Fran Devito at 914-997-7526 or visit the Ameriprise office at 12330 Tamiami Trail East, Naples, FL 34113 or visit his website www.ameripriseadvisors.com/anthony.j.leopizzi.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years1. With extensive investment advice, asset management and insurance capabilities and a nationwide network of 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors’ financial needs.
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1Company founded June 29, 1894.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
program. For the most current rules, regulations and laws regarding benefits offered through the federal government or Department of Defense, please consult with their websites or contact the appropriate offices directly.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
Ameriprise Financial Services, LLC is an Equal Opportunity Employer.
© 2024 Ameriprise Financial, Inc. All rights reserved.
File # 4178952.2 (Approved until 1/31/2026)
