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Tamara Pavlov

Advisor at Ameriprise

Updated today

Location

Williamsburg, VA

Credentials

Series 66

Industry experience

9 years

About

Tamara Pavlov is a financial advisor with Ameriprise in Chesapeake, VA, holding a Series 66 designation and nine years of industry experience. She has worked at Ameriprise since 2021 and previously held roles at Woolrich Inc., Securities Service Network, Woodbury Financial Services, and Moff and Associates. Outside of her advisory work, Pavlov serves as a part-time assistant cross-country coach at Lycoming College and participates in the Pennsylvania College of Technology Alumni Task Force. Ameriprise offers specialized retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

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

Williamsburg, VA

Most active in

Pennsylvania · Texas · Virginia

Work history

Ameriprise financial Services LLC

2021 - Present (5 years)

Woolrich Inc.

2020 - 2020 (1 year)

Lycoming College

2019 - Present (7 years)

Securities Service Network

2019 - 2019 (1 year)

Woodbury Financial Services

2015 - 2019 (4 years)

Moff and Associates

2012 - 2019 (7 years)

Disclosures

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

Business activities & affiliations

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Robert M

Series 65

Williamsburg, VA

Capitol Landing Wealth

Robert Meadows is a financial advisor with Meadows Wealth Management, LLC in Williamsburg, VA. He holds a Series 65 designation and has experience dating back to 2014, including roles at Fitzwilliams Financial and Atlantic Appraisal Group, Inc. In addition to his advisory work, he is the Owner and President of Meadows Appraisal Group, Inc., a real estate appraisal firm, and President of Meadows Tax Advisory, LLC, a tax preparation service. Meadows Wealth Management provides investment management and financial-planning services to a broad client base, including institutional accounts and individuals. The firm employs an active, tactical investment approach and offers educational seminars on investing and retirement topics.

General retirement planning Income planning Annuities Founder/Business Owner
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Michael C

CFP®

Williamsburg, VA

Foundations Financial Planning, LLC

Michael Coirin is a CFP® professional with 16 years of experience, operating as the sole advisor at Foundations Financial Planning, LLC in Williamsburg, VA. Foundations Financial Planning offers personalized, confidential financial planning and investment advice to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a strategic asset-allocation, core-and-satellite investment approach that favors low-cost, no-load mutual funds and ETFs, providing recommendations through written reports and periodic reviews without discretionary trading authority or custody of client assets.

General retirement planning Social Security optimization General tax planning Cash flow / budgeting
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Michael H

CFP®, Series 63, Series 65

Williamsburg, VA

Blue Rock Financial Services, Inc.

Michael Harris is a CFP® professional with 16 years of industry experience, currently serving as the sole advisor at Blue Rock Financial Services, Inc. He has been with Blue Rock Financial Services since 2006. Blue Rock Financial Services primarily serves individual investors through taxable accounts, IRAs, and trusts, and also manages investments for a private foundation. The firm provides financial planning and discretionary portfolio management using a combination of mutual funds, ETFs, and individual securities, tailoring strategies to client goals and operating as a fiduciary.

Income planning Retirement income strategy Wealth management
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Daniel B

Series 65

Williamsburg, VA

B Hive Financial, LLC

Daniel Bickey is the sole advisor at B Hive Financial, LLC, holding a Series 65 designation with no prior industry experience. His background includes roles in real estate sales with Berkshire Hathaway Home Services Dawson Ford Garbee & Co. and various other positions outside the financial industry. He maintains an active real estate broker license and engages in real estate brokerage alongside his advisory practice. B Hive Financial provides discretionary asset management and financial planning services to individuals, including high-net-worth clients, as well as small and medium-sized businesses. The firm customizes investment programs based on client goals, time horizon, and risk tolerance, employing a mix of fundamental, technical, and charting analysis with long- and short-term strategies and options trading when appropriate.

Options & derivatives strategies Tax-loss harvesting Wealth management Retirement income strategy Cash flow / budgeting Young Professionals
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Justin R

Series 66

Williamsburg, VA

Beacon Freedom Advisory, LLC

Justin Roberto is a financial advisor at Beacon Freedom Advisory, LLC with three years of industry experience. He holds a Series 66 designation and has worked with several firms including Colonial Wealth Strategies and Mass Mutual Investors Services. Outside of his advisory role, Roberto is a PGA professional who coaches the William and Mary women’s golf team and serves as president of the nonprofit networking group Power of Professional Partners. Beacon Freedom Advisory, LLC specializes in co-advisory investment management primarily for pooled vehicles and employee benefit plans, working closely with Matson Money’s asset-allocation models. The firm provides retirement plan consulting, participant education, and broader financial planning services, with a focus on pension consulting and a mix of billing approaches.

Business sale tax planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner
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Cheryl N

Series 65

Williamsburg, VA

Histor Investing, LLC

Cheryl Nester is the principal advisor at Histor Investing, LLC in Williamsburg, VA, with 13 years of industry experience. She holds a Series 65 designation and has been with Histor Companies since 2008. In addition to her advisory role, she is president and principal consultant of HistorConsulting, a firm providing financial and management consulting services to nonprofit organizations. HistorInvesting is a fee-only, fiduciary advisory firm serving individuals, small businesses, nonprofits, and institutional clients. The firm offers comprehensive financial planning and non-discretionary portfolio management alongside educational services such as workshops, seminars, a video series, and a monthly newsletter. Its investment approach emphasizes macroeconomic analysis, life-cycle planning, and a buy-and-hold strategy with limited trading.

General retirement planning Wealth management Cash flow / budgeting HENRY (High Earners, Not Rich Yet) Established Professionals
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