Carrie Coats-Ameriprise Financial Advisor

10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

10/14/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

09/23/2026

How would losing 40% of your income impact your family? Unexpected events can derail even the best plans. Together, let’s talk about strategies to help guard your financial priorities.

September is Life Insurance Awareness Month, let's protect what it's important to you.

09/21/2026

🔹Life changes. Has your life insurance kept up?

Whether you've recently changed jobs, welcomed a new family member, paid off debt, or are planning for retirement, your life insurance strategy deserves a review.

This Life Insurance Awareness Month, I'm offering a complimentary Life Insurance Review to help identify potential gaps and ensure your loved ones are protected.

✅ Review existing coverage
✅ Explore options if you don't have coverage
✅ Align your protection with your financial goals

📩 Message me today to schedule your complimentary review.

[email protected] or text 239 893-7472.

Financial Advisor, Ameriprise Financial Services, LLC

You work hard for what you earn — and want to do all you can to make sure you save and invest wisely. As your financial advisor, I will help you prioritize what's important today, while planning for a more confident financial future. I'm proud to help you plan for and achieve your financial goals — both now and in the future. Want to learn more? I'm happy to meet for a complimentary initial consultation.

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media

09/16/2026

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and review your progress.

09/15/2026

Here’s why today's bond market may offer compelling income opportunities for investors, according to Ameriprise Financial Fixed Income Strategist Brian Erickson.

09/11/2026

Today marks the 25th anniversary of September 11. We pause to remember the lives lost, honor the heroes who responded, and reflect on the strength that carried our nation forward.

Never forgotten.

09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

08/29/2026

Thank you to everyone who joined us and to our partners at the Collier County Sheriff’s Office for sharing their expertise.

Remember: If something seems to good to be true, it probably is. Stay vigilant, ask questions and never hesitate to verify before sending money or sharing personal information.

08/14/2026

🚔 Fraud is on the rise, but knowledge is one of the best ways to protect yourself and your loved ones.

I am committed to helping clients navigate financial challenges with confidence. Through education, awareness, and personalized guidance, we help individuals and families recognize potential threats and make informed financial decisions.

Special thanks to the Collier County Sheriff's Office for supporting this community event and their ongoing commitment to helping residents stay informed and protected.

📅 Thursday, August 27, 2026

🕦 11:30 AM – 1:30 PM EST

📍 5801 Pelican Bay Blvd, Suite 402
🍽 Refreshments will be served

👥 Guests are welcome!

RSVP by August 26 at 3:00 PM

📧 [email protected]
📞 239-768-8840

Presented by Carrie Coats, Financial Advisor, Ameriprise Financial
Helping clients achieve their financial goals with confidence while navigating life's uncertainties.