Carrie Coats-Ameriprise Financial Advisor

05/26/2026

Do you need to be in Naples full-time to maintain a strong relationship with your financial advisor?

The short answer is no.

Financial planning can stay consistent and accessible year-round, no matter where you live.

05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

05/15/2026

Your kids don’t want the antiques, the porcelain statues, or the VHS tapes from their childhood. What do they want? A clear estate plan, multigenerational financial strategy, and a well-structured will and trust.

Let’s talk about planning that truly leaves a legacy. https://bit.ly/4uQfkkr

05/13/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

05/10/2026

Happy Mother’s Day to all the amazing moms — human and fur moms alike. 💐🐾

Thank you for the love, patience, support, snacks, and cuddles you give every day. Today’s for YOU…❤️

04/28/2026

What do pickleball and financial planning have in common?

More than you might think.

Both take strategy, consistency, and the ability to adjust as things change. You don’t need a perfect start, you just need to stay engaged, learn as you go, and keep your eye on the long-term goal.

In pickleball, it’s about positioning and patience. In financial planning, it’s about understanding your priorities and building a plan that evolves over time.

Whether you’re on the court or thinking about your future, having a game plan can make all the difference.

https://bit.ly/4ucSG5s

04/24/2026

A week of unforgettable matches, nonstop energy, and a community that keeps growing. The U.S. Open Pickleball Championships continue to show why this sport is taking off worldwide. Thanks to everyone who came out and supported the games!

04/21/2026

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.