News
Michael Hancock Honored As Best-In-State Wealth Advisor by Forbes
Charlottesville, VA – April 4, 2024 – Michael Hancock, JD, CFP® a Private Wealth Advisor with Ameriprise Financial in Charlottesville, was named to the list of “Best-in-State Wealth Advisors” published by Forbes. The list recognizes financial advisors who have demonstrated high levels of ethical standards, professionalism, and success in the business. The rankings are based on data provided by thousands of the nation’s most productive advisors. Hancock was chosen based on assets under management, industry
Michael Hancock Achieves Circle of Success Recognition at Ameriprise Financial
Charlottesville, Virginia – February 20. 2024 – Michael S. Hancock, JD, CFP® a Private Wealth Advisor with OakHeart Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. in Charlottesville. Michael has qualified for the company’s Circle of Success annual recognition program and will be honored for this achievement in 2024. To earn this achievement, Hancock established himself as one of the company’s top advisors. Only a select number of high-performing advisors earn
OakHeart Financial Group Earns Ameriprise Client Experience Award
Charlottesville, VA – February 9, 2024– OakHeart Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC in Charlottesville, has earned the Ameriprise Client Experience Award for 2023. OakHeart Financial Group was honored with this award because their ability to consistently deliver personalized, goal-based advice and exceptional client service. Award recipients earned an overall client satisfaction rating equal to or greater than 4.9 out of 5.0 and maintained stellar
Bill Howard Golf for Alzheimer's Research
The “Bill Howard Golf for Alzheimer’s” outing takes place May 6 at The Club At Glenmore. It's a reboot of a golf event pioneered by Bill Howard that raised over 1.3 million dollars for the Alzheimer’s Association. Today, we are committed to raising significant funds to seed and support scientists pursuing novel Alzheimer’s research ideas at UVA Health Neurosciences. We’re looking for companies and individuals to support Alzheimer’s research through event sponsorships, donations, and of course, fielding
OakHeart Financial Group Recognized as a Best-in-State Wealth Management Team by Forbes
Charlottesville, VA – January 10, 2024 – OakHeart Financial Group, a private wealth advisory practice with Ameriprise Financial in Charlottesville, was named to the list of “Best-in-State Wealth Management Teams” published by Forbes. The list recognizes financial advisors and their teams who have demonstrated high levels of ethical standards, professionalism, and success in the business. The rankings are based on data provided by thousands of the nation’s most productive advisors and their teams. OakHeart