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Join the conversation as we invite Don and Andrea Ames, a father and daughter partnership with A&D Advisors LLC. a wealth accumulation and risk management firm as they share some insight, thought leadership and success stories for how they help others grow financially, give more and develop a personal legacy.
We will explore and help answer some of the following common and key questions:
About the Guests:
Don W. Ames, ChFC®, CLU®, CEPA, LUTCF
With a career spanning 42 years, Don has served individual and business owner clients successfully as a financial service professional providing insurance and disability planning, and wealth accumulation and risk protection planning. Don is a Chartered Financial Consultant®, Chartered Life Underwriter® and a Certified Exit Planning Advisor.
Andrea M. Ames
Andrea has served as a financial services professional for the past two years. Before teaming with Don, Andrea was with Prudential. Andrea has worked with personal financial planning clients in insurance, investment and retirement planning.
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