Gratium Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Wherever your financial journey takes you, we're here to guide you. Let's achieve your goals together! #GratiumWealthPlanning

Congratulations to our very own Carrie Kahn for passing the Louisiana Notary Exam! 🎉 Your dedication and hard work continue to inspire us all. Cheers to this amazing achievement! #TeamGratium

Big congratulations to Jennifer Keller, one of our amazing support team members, for passing her Series 7 exam! 🎉 Jennifer provides valuable support to Dave Thompson, John Lomba, Graham Edwards, and Larry Woodruff, and she also serves as a team lead on our Transitions Team. Her dedication and hard work continue to elevate our team, and we couldn’t be more proud of her accomplishment! #Series7 #TeamGratium #CongratulationsJennifer

At Gratium Wealth Planning, we are dedicated to helping our clients achieve financial growth and security. From personalized wealth planning to comprehensive financial strategies, our focus is always on your long-term success. Let’s build your financial future together. #WealthPlanning #ClientSuccess #GratiumWealth https://bit.ly/3Ykf12Y

We’re excited to welcome two incredible advisors to the Gratium Wealth Planning family! 🎉 Matt Dopira joins us in Palm Bay, coming from Merrill Lynch, and Francine Stessel comes on board in Clermont after working with Edward Jones. Both Matt and Francine are dedicated to helping clients achieve their financial goals, and we couldn't be more thrilled to have them on our team! Please join us in welcoming them! 👏 https://bit.ly/3BRKJNj

Gratium Wealth Planning is proud to give back to our school and children. We are excited to empower these young entrepreneurs to flourish into talented and generous members of the community. Check us out at the Kirkland Ranch K-8 school in Wesley Chapel, FL. #MakinganImpact #GratiumCares https://bit.ly/40b5Xjf

We're excited to announce that Tanner Murphy has recently earned the Accredited Wealth Management Advisor (AWMA®️) certification, a recognition of his skills in guiding clients through complex financial decisions. With a focus on the sports and entertainment sector, Tanner brings firsthand knowledge from his own professional baseball career with the Mets. ⚾ We’re proud to have Tanner on the team, helping athletes and entertainers achieve their financial goals! #AWMA #SportsAndEntertainment #GratiumWealth https://bit.ly/3zOxahe

Join us in congratulating DeAnne Moritz on her 14th work anniversary at our Palm Coast office! 🌟 DeAnne’s passion for helping others and being part of our amazing team at Gratium Wealth Planning has made a lasting impact on everyone around her. We are so grateful for her dedication and hard work over the years!

In light of Hurricane Milton, our Florida offices are operating virtually to ensure the safety of our team and clients. Our thoughts are with those in Florida during this time. We are here for you, so feel free to reach out anytime! Stay safe!

We’re excited to share that two of our amazing team members, Jarrod Shoemaker (a past triathlon Olympian! 🏅) and Tara Showalter, recently had the incredible experience of attending the Olympics in Paris! 🇫🇷🎉 It’s always inspiring to see our team embrace life’s grand adventures, both in and out of the office. We can’t wait to hear all about their trip! #OlympicSpirit #TeamGratium #Paris2024 #GratiumWealthPlanning