user avatar

Eleanor Stubbs

Advisor at Ameriprise

Updated today

Location

Calais, VT

Credentials

CFP®, Series 63, Series 65, Series 66

Industry experience

24 years

About

Eleanor Stubbs is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services LLC since 2020. She previously worked at TIAA-CREF and Tiaa from 2015 to 2020. Outside of her advisory role, she serves as a general board member for Community Harvest of Central Vermont. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement advice through a centralized consulting team.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

Calais, VT

Most active in

Texas · Vermont

Work history

Ameriprise Financial Services LLC

2020 - Present (6 years)

TIAA-CREF

2015 - 2020 (5 years)

Tiaa

2015 - 2020 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Kingman P

CFA®

Montpelier, VT

The Alchemist Fund

Kingman Penniman is a CFA® charterholder and the sole advisor at The Alchemist Fund in Montpelier, VT, with seven years of industry experience. He has been with The Alchemist Fund since 2014. The Alchemist Fund is an independent registered investment adviser that manages discretionary separately managed accounts primarily for individuals and families. The firm employs a bottom-up, value-oriented investment approach focused on a concentrated portfolio of core positions held long term, with a flexible mandate that includes domestic and foreign equities, high-yield debt, and distressed opportunities.

Active portfolio management Concentrated stock management
user avatar

Alec L

Series 63, Series 65

Middlesex, VT

Long Advisors LLC

Alec Long is a financial advisor at Long Advisors LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MFS Investment Management and in roles at academic institutions including Boston University and Tufts University. Outside of finance, he was involved with Chill Vermont Gelato LLC for two years. Long Advisors LLC provides portfolio management and financial planning services primarily for individuals and high-net-worth clients. The firm emphasizes fundamental analysis and a diversified portfolio approach, and it offers public educational seminars as well as performance-based fee arrangements for qualified clients.

Active portfolio management Concentrated stock management
user avatar

Steven M

Series 66

Montpelier, VT

Greenhill Financial Partners

Steven Morneau is a financial advisor at Greenhill Financial Partners with 17 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Cuna Brokerage Services, Inc., and Heritage Family Credit Union. Morneau serves as a volunteer board member and treasurer for The Rutland Area Food Coop, where he reviews policy and financials. Greenhill Financial Partners provides non-discretionary investment advisory and financial planning services to individuals, families, and business entities, using professionally managed model portfolios. The firm emphasizes a long-term, goal-based strategic asset allocation and client education, offering specialized services such as divorce financial planning and fee-only insurance guidance.

Divorce financial planning Annuities
user avatar

Dominic S

Series 66

Montpelier, VT

Greenhill Financial Partners

Dominic Stilwell is a financial advisor at Greenhill Financial Partners with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including LPL Financial, Vermont State Employees Credit Union, Edward Jones, and Heritage Family Credit Union. In addition to his advisory role, he is an independent licensed insurance agent. Greenhill Financial Partners provides non-discretionary investment advisory and financial planning services to individuals, families, and business entities. The firm employs a long-term, goal-based investment approach using professionally managed model portfolios and emphasizes client education and financial literacy.

Divorce financial planning Annuities
user avatar

Priscilla G

CFP®, Series 65, Series 66

Montpelier, VT

Blue Bear Financial, LLC

Priscilla Gilbert is a CFP® professional with 15 years of industry experience. She is the sole advisor at Blue Bear Financial, LLC, and previously worked at CenterPoint Financial, Inc. for 11 years. Blue Bear Financial is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plans with discretionary investment management and financial planning services. The firm employs long-term, diversified portfolios using low-cost mutual funds and ETFs, incorporates both fundamental and technical analysis, and offers specialized services such as options strategies and retirement-plan advisory support.

Annuities Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar

Kasandra R

Series 66

Montpelier, VT

Greenhill Financial Partners

Kasandra Reid is a financial advisor at Greenhill Financial Partners with two years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise, LPL Financial, and VSECU. Prior to her financial services career, she held roles in education at Montpelier Roxbury Public Schools and Harwood Unified Union School District. Greenhill Financial Partners provides non-discretionary investment advisory and financial planning services to individuals, families, and business entities, using professionally managed model portfolios. The firm emphasizes client education and financial literacy and employs a long-term, goal-based investment approach grounded in Modern Portfolio Theory.

Divorce financial planning Annuities
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")