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Ronald Wayne Sansom Jr.

Advisor at Ameriprise — Andalusia, AL E Three Notch St.

Updated today

Credentials

Series 66

Experience

12 years

Location

Andalusia, AL 36420-3408

Ameriprise logo

Ameriprise

Institution

Total advisors

12,773

Across 4,086 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Ronald Sansom Jr. is a financial advisor with Ameriprise in Andalusia, Alabama, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at Edward Jones for 10 years before joining Ameriprise. Outside of his advisory role, he serves as president of the Kinston Schools Foundation and is a board member of the Kiwanis Foundation. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations primarily for Ameriprise-managed accounts.

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

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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

See office

Andalusia, AL E Three Notch St.

1508 E Three Notch St., Ste. A

Andalusia AL 36420-3408

Advisors at this office

1

Most active in

Alabama

Work history

12 years of industry experience

Ameriprise

2024 - Present • 2 years

Andalusia, AL

Edward Jones

2014 - 2024 • 10 years

St Louis, MO

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

Shon M

CFP®

Andalusia, AL

Capstone Wealth Advisors, LLC

Shon Mc Clung is a CFP® professional with three years of experience in the financial advisory industry. He currently works at Capstone Wealth Advisors, LLC and has prior experience at Prevett Financial and Providence Financial Consulting, LLC. In addition to his advisory role, Mc Clung is an accountant with White, McClung, and Barber, LLC and is an independent licensed insurance agent. Capstone Wealth Advisors provides portfolio management and financial planning services primarily for individual clients, as well as charitable organizations and business entities. The firm employs a combination of fundamental analysis and modern portfolio theory, offering both discretionary and non-discretionary management alongside financial planning tailored to client risk tolerances.

Annuities Founder/Business Owner
user avatar

Terry W

Series 65

Andalusia, AL

Capstone Wealth Advisors, LLC

Terry Wilson is a financial advisor at Capstone Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked for PowerSouth Energy Cooperative for over 20 years. Wilson is also licensed as an insurance agent and sells various insurance products. Capstone Wealth Advisors provides portfolio management and financial planning primarily for individual clients, as well as charitable organizations and business entities. The firm combines fundamental analysis with modern portfolio theory, offering both discretionary and non-discretionary management along with one-time and ongoing financial planning services.

Annuities Founder/Business Owner
user avatar

Alison R

Series 66

Andalusia, AL

Equitable Advisors

Alison Rhodes is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. She previously worked at Bankers Life and its affiliated entities from 2013 to 2022. Outside of her advisory role, Rhodes volunteers with Finding Forever Dog and Cat Rescue, assisting with fundraising and donation coordination. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that includes client intake processes to tailor services based on goals and risk tolerance.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
user avatar

William G

Series 66

Andalusia, AL

Edward Jones

William Greenwald is a financial advisor at Edward Jones in Andalusia, Alabama, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and maintains a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Phillip H

Series 63, Series 65

Andalusia, AL

Edward Jones

Phillip Hamm is a financial advisor with Edward Jones in Andalusia, Alabama, holding Series 63 and Series 65 designations and seven years of industry experience. Prior to joining Edward Jones in 2022, he worked at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of his advisory role, he served as a pastor at Friendship Baptist Church from 2020 to 2023, where he preached, taught Bible study, and led church meetings. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Elizabeth C

Series 66

Opp, AL

Edward Jones

Elizabeth Cotter is a Series 66-registered financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2021, she worked at Franco's Athletic Club for six years and Modern Conceptions of Dance for four years. Outside of her advisory role, she teaches barre and yoga classes at local studios. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment strategies. The firm maintains a large network of financial advisors and offers affiliated services including mutual funds and securities-based lending.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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