Next-Gen + Best-in-State · rank 113 · Oxford, Connecticut · listed firm: Ameriprise Financial Services
Identity & firm
- Firm — Ameriprise Financial Services, LLC (high)
- “KRISTINA M DAOUD” — sec_finra_regulatory
- “Opus: Advice First, a private wealth advisory practice of Ameriprise Financial Services, LLC.” — firm_official
- Parent company — Ameriprise Financial, Inc. (high)
- “A private wealth advisory practice of Ameriprise Financial Services, LLC” — firm_official
- Firm type — ibd_rep (high)
- “KRISTINA M DAOUD” — sec_finra_regulatory
- Team name — Opus: Advice First (high)
- “Opus: Advice First a private wealth advisory practice of Ameriprise Financial Services, LLC” — firm_official
- Team size — 14 (medium)
- “Nancy S Daoud, Nina Daoud, Philip Bensley, Albertine Gibbs, Bob Tosetti, Connor Odell, Steven Ignacio Flores, Kristopher Daoud, Michael Schietromo, Becky J. O'Hara, Lori Jones, Trish Flynn, Tanya Iljazi, Valerie Lynch” — firm_official
- CRD — 6026439 (high)
- “KRISTINA M DAOUD” — sec_finra_regulatory
- Years experience — 9 (medium)
- “Series 7 (General Securities Representative): 1/5/2017” — sec_finra_regulatory
- Designations — other:BFA, other:APMA, other:CDFA (high)
- “Nina Daoud BFA, APMA, CDFA in Oxford, CT” — firm_official
Book of business
- Team AUM ($M) — 740 (high)
- “Team Assets (Custodied): $740M” — forbes_shook
- Account minimum ($M) — 0.25 (high)
- “Minimum Account Size for New Business: $250K” — forbes_shook
- Typical client net worth ($M) — 3.75 (high)
- “Typical Net Worth of Relationships: $2.5-5M” — forbes_shook
- Client niche — women in and after divorce, plus multigenerational family and tax planning (high)
- “Family Finances, Intergenerational Planning, Divorce Financial Planning, Women's Financial Strategies, Tax Planning Strategies” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “Series 7 (General Securities Representative): 1/5/2017” — sec_finra_regulatory
Positioning & marketing
- Website url — https://www.ameripriseadvisors.com/nina.m.daoud/ (high)
- “Nina Daoud, Private Wealth Advisor in Oxford, CT” — firm_official
- Value proposition (verbatim) — Every day I deliver future-focused financial solutions that transform lives. (high)
- “Every day I deliver future-focused financial solutions that transform lives.” — firm_official
- Differentiators — Advice built around you — and your life, Certified Divorce Financial Analyst credential for divorce financial planning, Behavioral Financial Advisor (BFA) approach, Regular check-ins with secure digital access, Ameriprise Client Experience Award recipient, 2025 (high)
- “Advice built around you — and your life. Your financial priorities are personal, and your plan should be too.” — firm_official
- “With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage.” — firm_official
- Content marketing — occasional (medium)
- “Market and economic insights” — firm_official
- Has podcast — no (medium)
- “Financial goals and priorities” — firm_official
- Books published — 0 (medium)
- “BA, Fairfield University, Fairfield, CT” — firm_official
- Linkedin url — https://www.linkedin.com/in/nina-m-daoud-apma%C2%AE-bfa%E2%84%A2-cdfa%C2%AE-certified-divorce-financial-analyst%C2%AE-012a6334/ (high)
- Social presence — linkedin_active (medium)
- “Opus: Advice First a private wealth advisory practice of Ameriprise Financial Services, LLC | LinkedIn” — social_or_third_party_db
- Press awards — Five Star Wealth Manager (2020-2021, 2023, 2025), Ameriprise Circle of Success (2021), Ameriprise Client Experience Award (2025) (high)
- “Five Star Wealth Manager (2020-2021, 2023, 2025)” — firm_official
- “Ameriprise Client Experience Award Recipient, 2025” — firm_official
Visual brand
- Has distinct logo — no (medium)
- Logo url — gap: not_found_after_search
- Visual brand notes — Ameriprise corporate template: blue/white palette, clean sans-serif, stock landscape hero imagery (Baltic boardwalk sunrise) with a posed team group photo; no independent team mark. (medium)
- “/assets/image/hero/boardwalk-sunrise-baltic-sea-ostermade-germany-480500861.jpg” — firm_official
- “https://cdn.ameriprisecontent.com/cds/alwp/team/opusadvicefirst/636923981687opus-advice-first_1300x350.jpg” — firm_official
