Trevor Carroll is a financial advisor at Ameriprise in Boston, MA, holding a Series 66 designation with two years of industry experience. His prior work includes roles at First Republic Bank and Stevens Institute of Technology. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide personalized, non-discretionary recommendations delivered through a centralized consulting team.

Andrew Enright is a financial advisor with Ameriprise in Boston, MA, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise and its affiliates since 2016, with prior experience at The RMR Group and a role at the University of Massachusetts Amherst. Enright also manages an advisory business, Net Flows LLC, providing comprehensive financial planning and asset management services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning, tax-aware withdrawal strategies, and dependable income sources.

Brian Gerhardson is a financial advisor at Ameriprise with 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Outside of his advisory role, he is involved in fiduciary activities related to multi-family real estate ownership in Boston. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines algorithmic automation with advisor input to deliver tailored retirement income strategies primarily for clients with Ameriprise-managed accounts.

Erik Kotsopoulos is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has worked with Ameriprise since 2008, including roles at both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Based in Boston, MA, he operates within one of the larger advisory firms in the industry. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement income planning advice through written reports and ongoing annual reviews, focusing on dependable income sources and tax-aware withdrawal strategies.