Kimberlee Barrett-Johnson Honored as One of the Best-in-State Women Wealth Advisors by Forbes
February 13, 2025
CHARLOTTESVILLE, VA – February 13, 2025 – Kimberlee Barrett-Johnson, CFP, CDFA, CKA, a Private Wealth Advisor with Ameriprise Financial, Inc. in Charlottesville, was named to the list of “Forbes Best-in-State Women 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. Barrett-Jo was chosen based on assets under management, industry experience, compliance record and best practices in her practice and approach to working with clients.
Barrett-Johnson is part of ArkWise Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC. She graduated from University of Virginia with a master's degree in theology, Ethics, and Culture. Barrett-Johnson has 33 years of experience in the financial services industry.
As a Private Wealth Advisor, Barrett-Johnson provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with her clients. For more information, please contact Addie Tocci at (434) 296-6611, visit the office at 908 E. Jefferson St., Suite 201, Charlottesville, VA 22902 or check out the website at ArkWise Wealth - Charlottesville, VA: Ameriprise.
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, asset management and insurance capabilities and a nationwide network of 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.
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1Company founded June 29, 1894.
Source: Forbes, “Forbes Best-in-State Women Wealth Advisors” February 13, 2025.
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. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking or its use. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Ameriprise Financial Services, LLC is an Equal Opportunity Employer.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Ameriprise Financial is not affiliated with any religion or faith-based financial advisor organization.
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.
© 2025 Ameriprise Financial, Inc. All rights reserved.
File # AMP5416449.4- (Approved until 1/31/2027)
The rankings are based on data provided by thousands of the nation’s most productive advisors. Barrett-Jo was chosen based on assets under management, industry experience, compliance record and best practices in her practice and approach to working with clients.
Barrett-Johnson is part of ArkWise Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC. She graduated from University of Virginia with a master's degree in theology, Ethics, and Culture. Barrett-Johnson has 33 years of experience in the financial services industry.
As a Private Wealth Advisor, Barrett-Johnson provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with her clients. For more information, please contact Addie Tocci at (434) 296-6611, visit the office at 908 E. Jefferson St., Suite 201, Charlottesville, VA 22902 or check out the website at ArkWise Wealth - Charlottesville, VA: Ameriprise.
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, asset management and insurance capabilities and a nationwide network of 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.
# # #
1Company founded June 29, 1894.
Source: Forbes, “Forbes Best-in-State Women Wealth Advisors” February 13, 2025.
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. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking or its use. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Ameriprise Financial Services, LLC is an Equal Opportunity Employer.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Ameriprise Financial is not affiliated with any religion or faith-based financial advisor organization.
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.
© 2025 Ameriprise Financial, Inc. All rights reserved.
File # AMP5416449.4- (Approved until 1/31/2027)
Contact:
Kimberlee Barrett-Johnson, CFP, Private Wealth Advisor
kimberlee.a.barrett-johnson@ampf.com, (434) 296-6611
