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John W
Series 66
Auburn, AL
Ameriprise
John Williford is a financial advisor at Ameriprise in Auburn, Alabama, holding a Series 66 designation with 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2000. Outside of his advisory role, he serves on the Board of Directors and as Treasurer of the Red Oak Hunting Club. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base through a large network of advisors and offers a range of advisory, brokerage, and insurance solutions.
Megan M
CFP®, Series 66
Auburn, AL
Ameriprise
Megan Mosholder is a financial advisor at Ameriprise with 11 years of industry experience. She holds the CFP® and Series 66 designations and previously worked at Charles Schwab and Charles Schwab Bank for nine years. Outside of her advisory role, she manages an independent advisory business under Watermelon Bay, LLC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.
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