Title: Private Wealth Advisor
Company: Ameriprise Financial Advisors
Location: Miamisburg, Ohio, United States
Theo Pericleous, Private Wealth Advisor at Ameriprise Financial Advisors, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in financial services.
As an accomplished financial service professional with more than 30 years of professional experience to his credit, Mr. Pericleous has been a private wealth advisor with Ameriprise Financial Advisors since 1990. He is a Chartered Retirement Planning Counselor, a professional financial planning designation awarded by the College for Financial Planning. In addition to his professional work, he has contributed his time to charity work for the National Children’s Cancer Society, a 501(c)(3) nonprofit organization that works to support families dealing with childhood cancer.
Mr. Pericleous prepared for his career in financial services by pursuing higher education to develop his skill set. In 1985, he graduated with a Bachelor’s degree in business from George Washington University. Alongside his primary professional endeavors, he was a member of the Elite Group with Ameriprise Financial Services in 2003, among other affiliations. For his accomplishments, Mr. Pericleous has been recognized with numerous awards and accolades, including being named to the top 100 advisors in his company, and receiving the Five Star Wealth Manager Award from 2011 to 2014.
With his considerable expertise in investment planning, Mr. Pericleous attributes his success to his persistence and consistency. He initially became involved in the industry while attending George Washington University because he believed that investing can make a considerable difference in people’s lives. He values maintaining great relationships with his clients and is thankful for the mentors who have helped him in the field. In the coming years, Mr. Pericleous looks forward to the expansion of the assets under his management.
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