Merra Lee Moffitt, Wealth Strategist, AWMA, CMFC, CFP

Moffitt & Associates is a private wealth advisory practice operating under the umbrella of Ameriprise Financial Services, LLC. The practice is led by Merra Lee Moffitt, a Certified Financial Planner (CFP®), Accredited Wealth Management Advisor (AWMA®), and Chartered Mutual Fund Counselor (CMFC®). The firm focuses on providing personalized financial advice through a long-term, one-on-one relationship. Its mission is to help clients achieve their financial goals through comprehensive planning and wealth management, covering areas such as retirement, investments, and estate planning strategies.