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Camille Gagliardi Honored As Best-In-State Wealth Advisor by Forbes

Gagliardi is part of Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Article by Ameriprise Financial

Photography by Oeschli

West Hartford, CT – April 7, 2026 – Camille Gagliardi, MBA, CFP®, BFA™, CIMA®, CPWA® a Private Wealth Advisor with Ameriprise Financial in West Hartford, 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. Gagliardi was chosen based on assets under management, industry experience, compliance record and best practices in her practice and approach to working with clients.

Gagliardi is part of Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC. She graduated from Mount Holyoke College with a Bachelor of Arts in Economics and the University of Hartford with a Master of Business Administration. Gagliardi has 29 years of experience with Ameriprise Financial.

As a private wealth advisory practice, Stepping Stone Wealth provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with their clients. For more information, please contact Michelle Cosker at 860.313.1313, visit the office at 8 Lowell Rd, West Hartford, CT 06119 or check out the website at steppingstonewealth.com.

About Ameriprise Financial

At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 130 years1. With extensive investment advice, global asset management capabilities and insurance solutions, and a nationwide network of more than 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.

Visit forbes.com for additional information about Forbes. https://www.forbes.com/lists/best-in-state-wealth-advisors/

 

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1Company founded June 29, 1894.

Source: Forbes, “Best-in-State Wealth Advisors,” April 7, 2026.

Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Neither Ameriprise Financial nor its financial advisors pay a fee in exchange for these rankings or their use. Ameriprise Financial and/or its financial advisors can pay Forbes/SHOOK Research for additional advertising-related materials. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.     

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.     

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.     

© 2026 Ameriprise Financial, Inc. All rights reserved.

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