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Experienced Advisors

Annie Zhang

Women Advisors

Annie Zhang, MBA, CRPC®

Private Wealth Advisor

Women Advisors

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Focused on you and your clients

The relationships our advisors build with each client are the foundation of our business – it’s what we do. When you join Ameriprise, you’ll not only find enhanced tools to help you strengthen those relationships, you’ll also be welcomed into a community of successful women advisors, who are ready to help you build the practice you want. You’ll find the flexibility, community, and resources you’ll need to serve clients well.

  • Flexibility: Run your practice in a way that allows you flexibility in the things that matter most. You can choose how to affiliate with us — Ameriprise Advisor Group, Ameriprise Independent Advisors and Ameriprise Financial Institutions Group – three distinct business models with the same technology, back office support, product platform and elite advisor programs.
  • Opportunity: Bring your practice to the next level with access to professional development, leadership, coaching and end-to-end support to help you stand out in your market.
  • Community: Connect with other successful women advisors to share experiences and support – both personally and professionally. Participate in our Women’s Empowerment Network, mentorship program and women advisor summits to help build the practice you want.

Forbes Top Women Advisors

1Barron’s listings are based on data compiled by many of the nation’s most productive advisors, which is then submitted to and judged by Barron’s. Key factors and criteria include: assets under management, revenue produced for the firm, regulatory and compliance record, and years of professional experience. Barron’s is a registered trademark of Dow Jones, L.P.; all rights reserved. This award is not indicative of this advisor’s future performance.se listings are based on data compiled by many of the nation’s most productive advisors, which is then submitted to and judged by Barron’s®. Key factors and criteria include: assets under management, revenue produced for the firm, regulatory and compliance record, and years of professional experience. Barron’s® is a registered trademark of Dow Jones, L.P.; all rights reserved.
2 The Forbes Top Women, Best-in-State Women and Best-in-State Wealth Advisor rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. These rankings are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous calendar year. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
The Confident Retirement approach is not a guarantee of future financial results.

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.